Firm profile

UNFCU ADVISORS LLC

LONG ISLAND CITY, NYCRD 136572Latest ADV March 20, 2026

Unfcu Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Long Island City, NY. Its latest Form ADV filing, dated March 20, 2026, reports $30M in regulatory assets under management, 4 employees, and 1 account.

Assets Under Management
$30M
Employees
4
Offices
--
Total Clients
<5
Primary office
LONG ISLAND CITY, NY
24-01 44TH ROAD, LONG ISLAND CITY, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 324-3900
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOAnthony F. Dilorenzo

Advisory services offered

1 types reported
Portfolio management for businesses

Fee models offered

1 types reported
Fixed fees
Sources checked May 15, 2026

Client Coverage Demographics

Categories with <5 clients
Banking or thrift institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$30Mas of March 20, 2026
Discretionary100.0%
$30M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$30M
Total Accounts1
10Y AUM Change$-6M (-15.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee
10Y Employee Change+1 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.