U
$16.8M Total AUM
$16.8M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-11-2021
- Office Locations
- 1
Office Locations
1053 E Whitaker Mill RD Suite 115 Raleigh NC
About Unger Financial
Unger Financial is a Raleigh-based RIA. The firm has been operating for 5 years. Managing $16.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
47 AVG AGE
$16.8M AVG AUM / ADVISOR
$251.2K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
MATTHEW ELLIOT UNGER
Chief Compliance Officer, Financial Advisor, MANAGING PRINCIPAL
- CRD
- #4665121
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,830,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,830,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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