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| Happy Holidays!! thanks for using AUM13F!! |
| United Financial Planning Group LLC
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| CRD # | 149843 |
| SEC # | 801-113324 |
| CIK # | |
| AUM | $305.4 M (2025-06-03) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 631-234-0871 |
| Address | 350 Motor Parkway Hauppauge, NY 11788-2981 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 39.8 |
| (b) Individuals (high net worth individuals) | 91 | 249.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 8.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 7.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 190 | 305.4 |
| By Discretionary | ||
| Discretionary | 176 | 274.7 |
| Non-Discretionary | 14 | 30.7 |
| Total | 190 | 305.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.4 | |
| Total | 190 | 305.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lodestone Wealth Management LLC
✚
|
WA | 0.3 |
|
Ndure Global LLC
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|
0.3 | |
|
Northbridge Financial Group LLC
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|
FL | 0.3 |
|
Cadence Wealth Management LLC
✚
|
MA | 0.3 |
|
MZ KARK & Associates Inc
✚
|
CO | 0.3 |
|
HMV Wealth Advisors LLC
✚
|
LA | 0.3 |
|
HW Capital LLC
✚
|
CA | 0.3 |
|
Validus Growth Investors LLC
✚
|
CA | 0.3 |
|
Lifespan Financial Strategies Inc
✚
|
FL | 0.3 |
|
Veridan Wealth LLC
✚
|
OR | 0.3 |