Overview
Assets Under Management: $244 million
Headquarters: HAUPPAUGE, NY
High-Net-Worth Clients: 91
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.66
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 732
Discretionary Accounts: 668
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 149843
Last Filing Date: 2024-10-08 00:00:00
Website: https://unitedfpg.com