← Back to searchVisit website
UNITED FINANCIAL PLANNING GROUP LLC
CRD 149843 · SEC 801-113324
350 MOTOR PARKWAY, SUITE 300, HAUPPAUGE, NY, 11788-2981, United States
Phone
(631) 234-0871
Fax
(631) 584-3763
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$347.5M
Discretionary AUM
$317.0M
Team
8 total employees; 4 advisory reps; 75 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $34.5M |
| High net worth individuals | 112 | $312.9M |
States served
NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD