Unfcu Advisors Llc
- Regulatory AUM
- $30.4M
- Discretionary
- $30.4M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $30.4M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Marasciullo | President | CFP | Apr 2019 (7y) | Less than 5% |
| Di Lorenzo, Anthony, Francesco | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Unfcu Federal Credit Union | Member | Aug 2005 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Distributors Company Llc $55.0M (52% of AUM) Mar 2022
- BNY Mellon $30.4M (100% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $13.4M (29% of AUM) Jun 2019
- Hsbc Bank Bermuda Limited $13.3M (13% of AUM) Mar 2022
- Raymond James $576K (2% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗