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Unique Financial Advisors
UNIQUE FINANCIAL ADVISORS LLC is a state-registered investment adviser in HOLMDEL, NJ. The firm manages approximately $74 million in regulatory assets.
Overview
UNIQUE FINANCIAL ADVISORS LLC is a state-registered investment adviser in HOLMDEL, NJ. The firm manages approximately $74 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What regulatory status does Unique Financial Advisors hold?
The firm is registered as an investment advisor with the SEC or state authority (per public registration records). That designation means it must adhere to fiduciary standards for clients, but no specific regulatory filings or disclosures have been found in the public domain beyond the registration itself.
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