United Financial Planning Group LLC
United Financial Planning Group LLC is an SEC-registered wealth manager in Hauppauge, NY with $347.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns United Financial Planning Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149843, SEC 801-113324, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $347.5M (2026-05-13)
- Firm type
- Wealth Manager
- Location
- Hauppauge, NY
- Employees
- 8
- Clients
- 188
- CRD
- 149843
- Ownership
- BARRASSO, GERARD, NMN
How much AUM does United Financial Planning Group LLC have?
United Financial Planning Group LLC reported $347.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns United Financial Planning Group LLC?
Disclosed owners and executives of United Financial Planning Group LLC include BARRASSO, GERARD, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.