SEC Form ADV · CIK 2088337

UNITED FINANCIAL PLANNING GROUP LLC

Firm profile: United Financial Planning Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$347.5M

Assets Under Management

188

Total Clients

Employees

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Registration Details

CIK: 2088337
Accession: CRD-149843
Location: HAUPPAUGE, NY
Filing Date: May 13, 2026
AUM: $347.5M
Total Clients: 188
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

UNITED FINANCIAL PLANNING GROUP LLC is a registered investment adviser headquartered in HAUPPAUGE, NY, managing approximately $347.5M in assets across 188 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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