⚲
|
United Financial Planning Group LLC
✚
|
|
---|---|
CRD # | 149843 |
SEC # | 801-113324 |
CIK # | |
AUM | $191.5 MM (2023-03-08) |
Employees | 7 (71% Investors, 0% Brokers) |
Phone | 631-234-0871 |
Address | 350 Motor Parkway Hauppauge, NY 11788-2981 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 166 | 40.5 |
(b) Individuals (high net worth individuals) | 58 | 144.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 6.2 |
(n) Other | 0 | 0.0 |
Total | 166 | 191.5 |
By Discretionary | ||
Discretionary | 164 | 176.6 |
Non-Discretionary | 2 | 14.9 |
Total | 166 | 191.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 191.5 | |
Total | 166 | 191.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Magnolia Capital Management Ltd
✚
|
NY | 0.2 |
Integrated Capital Management Inc
✚
|
PA | 0.2 |
Smith Brown & Groover Inc
✚
|
GA | 0.2 |
Hickory Asset Management Inc
✚
|
OH | 0.2 |
Garrison Murphy Wealth Management LLC
✚
|
NY | 0.2 |
Portico Wealth Advisors LLC
✚
|
CA | 0.2 |
Focus Wealth Advisors LLC
✚
|
TX | 0.2 |
Miller Capital Partners Inc
✚
|
MI | 0.2 |
AJ Advisors LLC
✚
|
TN | 0.2 |
McBrearty Capital Management Inc
✚
|
TN | 0.2 |