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USONIA ADVISORY GROUP, LLC

Doing business as UNIFIED RETIREMENT PLANNING GROUP. SEC Form ADV profile.

Total regulatory AUM
$197,043,391
Discretionary
$187,718,764
Non-discretionary
$9,324,627

Firm details

CRD number
341550
SEC file number
801-136235
Main office
BRIARCLIFF MANOR, NY, United States
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.