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Building 2UNITED FINANCIAL PLANNING GROUP LLC

Map pinHAUPPAUGE, NY
Phone(631) 234-0871
NotebookSEC #801-113324
Total AUM
$347.5M
Employees
8
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 MOTOR PARKWAY
SUITE 300
HAUPPAUGE
NY 11788-2981
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(631) 234-0871
Other Offices
5

ReceiptFinancials

Total AUM
$347.5M
Accounts
188
Discretionary
$317M
Accounts
171
Non-Discretionary
$30.5M
Accounts
17

ContactClients

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Individual Clients
76
AUM
$34.5M
HNW Individual Clients
112
AUM
$312.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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