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United Financial Planning Group LLC

● SEC registered since 2018CRD 149843SEC# 801-113324Hauppauge, NY
Export (members)
Reg. AUM
$305.4M
Employees
8
Accounts
190
Location
Hauppauge, NY

United Financial Planning Group LLC assets under management

United Financial Planning Group LLC is a registered investment adviser overseen by the SEC based in Hauppauge, NY. The firm has been registered since 2018. It reports $305.4 million in regulatory assets under management and employs 8 people.
www.facebook.com/unitedfpgView on SEC.gov ↗

United Financial Planning Group LLC owners & executives

1 reported
NameTitleOwnershipSince
Gerard Nmn Barrasso ControlPresident/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does United Financial Planning Group LLC manage?

United Financial Planning Group LLC reports $305.4 million in regulatory assets under management on its Form ADV.

How many employees does United Financial Planning Group LLC have?

United Financial Planning Group LLC reports 8 employees.

Where is United Financial Planning Group LLC located?

United Financial Planning Group LLC is based in Hauppauge, NY and has been SEC-registered since 2018.

Does United Financial Planning Group LLC disclose fund performance?

United Financial Planning Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address350 Motor Parkway, Suite 300, Hauppauge, NY 11788-2981
Phone(631) 234-0871
Fax(631) 584-3763
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK2088337
Discloses disciplinary historyNo

Assets under management

Discretionary$274.7M
Non-discretionary$30.7M
Total (RAUM)$305.4M