UNITED FINANCIAL PLANNING GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$347,485,217
Discretionary
$316,999,603
Non-discretionary
$30,485,614
Firm details
- CRD number
- 149843
- SEC file number
- 801-113324
- Main office
- HAUPPAUGE, NY, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.