CRD: 174124
Unique Financial Advisors LLC
$74.0M Total AUM
$74.0M Disc. AUM
-- 3Y CAGR
3 Employees
57 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-08-2015
- Office Locations
- 1
Office Locations
999 Palmer Ave. Suite 5 Holmdel NJ
About Unique Financial Advisors LLC
Unique Financial Advisors is a fee-only financial planning and investment management firm led by owner Vid Ponnapalli. The team supports busy mid-career families and professionals nearing retirement with coordinated planning, tax-focused advice, and ongoing portfolio management. Custodied primarily at Charles Schwab, the firm emphasizes an unbiased, collaborative planning relationship.
Team overview
-- AVG AGE
$24.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
V
VID PONNAPALLI
Owner, President
- CRD
- #4936892
- Ownership
- 75% or more
Available
Available
Available
M
Maha Gannavaram
Associate Director, Chief Operations Officer
- CRD
- #7330081
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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D
Dhvani Udani
--
- CRD
- #8161286
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,977,067 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,977,067 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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