United Financial Planning Group LLC
● SEC registered since 2018CRD 149843SEC# 801-113324Hauppauge, NY
Reg. AUM
$347.5M
Employees
8
Accounts
188
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 $347.5 million in regulatory assets under management and employs 8 people.
United Financial Planning Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gerard Nmn Barrasso Control | President/Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does United Financial Planning Group LLC manage?
United Financial Planning Group LLC reports $347.5 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
| Address | 350 Motor Parkway, Suite 300, Hauppauge, NY 11788-2981 |
| Phone | (631) 234-0871 |
| Fax | (631) 584-3763 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2088337 |
| Discloses disciplinary history | No |
Regulatory AUM
$347.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$347.5Mregulatory AUM
Discretionary $317MNon-discretionary $30.5M