UNITED FINANCIAL PLANNING GROUP LLC

350 Motor Parkway
Suite 300
Hauppauge, New York 11788-2981
Tel: (631) 234-0871

About UNITED FINANCIAL PLANNING GROUP LLC

UNITED FINANCIAL PLANNING GROUP LLC, formally registered with the SEC as UNITED FINANCIAL PLANNING GROUP LLC. The firm was established in 05/28/2018. They have over 5 offices throughout the country.

UNITED FINANCIAL PLANNING GROUP LLC is a Hauppauge, New York based Financial Planning firm with nearly $244,355,449 assets under management, offering retirement planning & investment advisory services to 732 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149843
SEC#	801-113324
Assets Managed by Firm	$244,355,449
No. of Clients	732
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	732	$244,355,449
Individuals (other than high net worth individuals)	126	$66,162,312
High net worth individuals	67	$178,193,137

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MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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