Matthew Unger
Focus Asset Management · New York, New York
Matthew Unger is a fee-only financial advisor at Focus Asset Management in New York, New York. Focus Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Focus Asset Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.6M across 20 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 6174520 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Matthew's firm compares
- Focus Asset Management's average account is about $780,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Matthew
Is Matthew Unger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Focus Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Focus Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Unger based?
Matthew Unger is based in New York, New York.
Is Matthew Unger registered with the SEC?
Yes. Matthew Unger is registered as an investment adviser representative in NY and TX (CRD 6174520), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Focus Asset Management manage?
Focus Asset Management reports $15.6M across 20 accounts in assets under management.
How do I contact Matthew Unger?
Contact details aren't on file yet. Search for Focus Asset Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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