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UNITED FINANCIAL PLANNING GROUP LLC

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

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UNITED FINANCIAL PLANNING GROUP LLC

UNITED FINANCIAL PLANNING GROUP LLC is a Hauppauge, New York based financial advisory firm with nearly $244,355,449 in assets under management and provides investment advisory services for 732 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

149843

SEC#:

801-113324

No. of Clients:

732

Assets under Management

$244,355,449

No. of Advisors:

8

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