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| United Financial Planning Group LLC
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|---|---|
| CRD # | 149843 |
| SEC # | 801-113324 |
| CIK # | 0002088337 |
| AUM | 347.5 M (2026-05-13) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 631-234-0871 |
| Address | 350 Motor Parkway Hauppauge, NY 11788-2981 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| AbbVie Inc | 2.5 | |
| Apple Inc | 2.0 | |
| SPDR Gold Trust | 1.7 | |
| iShares Silver Trust | 1.4 | |
| Wal Mart Stores Inc | 1.2 | |
| Nvidia Corp | 1.0 | |
| Consolidated Edison Inc | 0.9 | |
| Microsoft Corp | 0.7 | |
| Newmont Mining Corp /DE/ | 0.5 | |
| Alphabet Inc | 0.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 34.5 |
| (b) Individuals (high net worth individuals) | 112 | 312.9 |
| (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 | 188 | 347.5 |
| By Discretionary | ||
| Discretionary | 171 | 317.0 |
| Non-Discretionary | 17 | 30.5 |
| Total | 188 | 347.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 347.5 | |
| Total | 188 | 347.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002088337] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 75 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Carbon Collective Investing LLC
✚
|
CA | 348.4 M |
|
Opal Capital LLC
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FL | 348.3 M |
|
Elliott Cove Capital Management LLC
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WA | 348.2 M |
|
Smartharvest Portfolios LLC
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348.1 M | |
|
WAFD Wealth Inc
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WA | 348.1 M |
|
American Retirement Planning Group Inc
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NV | 348.1 M |
|
NorthStar Asset Management LLC
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|
NJ | 347.9 M |
|
Michels Family Financial LLC
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|
TX | 347.9 M |
|
Pflug Koory LLC
✚
|
NE | 347.0 M |
|
Lodestone Wealth Management LLC
✚
|
WA | 346.5 M |