Overview
Assets Under Management: $244 million
Headquarters: HAUPPAUGE, NY
High-Net-Worth Clients: 91
Average Client Assets: $3 million
Frequently Asked Questions
UNITED FINANCIAL PLANNING GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149843), UNITED FINANCIAL PLANNING GROUP LLC is subject to fiduciary duty under federal law.
UNITED FINANCIAL PLANNING GROUP LLC is headquartered in HAUPPAUGE, NY.
UNITED FINANCIAL PLANNING GROUP LLC serves 91 high-net-worth clients according to their SEC filing dated October 08, 2024. View client details ↓
According to their SEC Form ADV, UNITED FINANCIAL PLANNING GROUP LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
UNITED FINANCIAL PLANNING GROUP LLC manages $244 million in client assets according to their SEC filing dated October 08, 2024.
According to their SEC Form ADV, UNITED FINANCIAL PLANNING GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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