Sign in
Create a free account
UNITED WEALTH PLANNING, LLC
GARDEN CITY, NY
516-222-0021
SEC #801-106716Total AUM
$0
Employees
3Clients
4Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
377 OAK STREET
SUITE 403
GARDEN CITY
NY 11530
United States
SUITE 403
GARDEN CITY
NY 11530
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
516-222-0021
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2AUM
$0
HNW Individual Clients
2AUM
$0
Services
Services Offered
Financial Planning
Compensation Types
Charges Fixed FeeCharges Hourly Fee
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.