|
⚲
|
| United Financial Planning Group LLC
✚
| |
|---|---|
| CRD # | 149843 |
| SEC # | 801-113324 |
| CIK # | |
| AUM | $244.4 MM (2024-02-07) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 631-234-0871 |
| Address | 350 Motor Parkway Hauppauge, NY 11788-2981 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 66.2 |
| (b) Individuals (high net worth individuals) | 67 | 178.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 732 | 244.4 |
| By Discretionary | ||
| Discretionary | 668 | 206.5 |
| Non-Discretionary | 64 | 37.9 |
| Total | 732 | 244.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.4 | |
| Total | 732 | 244.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brown Financial Advisors LLC
✚
|
OH | 0.2 |
|
AFS Financial Group LLC
✚
|
MD | 0.2 |
|
Centennial Wealth Advisory LLC
✚
|
MI | 0.2 |
|
Kleinfelder Capital Inc
✚
|
OH | 0.2 |
|
Joel Adams and Associates Inc
✚
|
NC | 0.2 |
|
Phillip B White Co Inc
✚
|
CA | 0.2 |
|
ABLE Wealth Management LLC
✚
|
NJ | 0.2 |
|
Huntington Advisors Inc
✚
|
CA | 0.2 |
|
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 0.2 |
|
Blackhawk Capital Partners LLC
✚
|
WI | 0.2 |