Usonia Advisory Group, LLC
● SEC registered since 2026CRD 341550SEC# 801-136235Briarcliff Manor, NY
Reg. AUM
$197M
Employees
2
Accounts
460
Location
Briarcliff Manor, NY
About Usonia Advisory Group
Unified Retirement Planning Group is an independent, fee-only advisory firm centered on retirement income needs. It provides retirement planning, investment management, and legacy planning for clients in the New York area and nationwide.
Summary based on the firm’s website.
Usonia Advisory Group, LLC assets under management
Usonia Advisory Group, LLC operates as an SEC-registered investment adviser based in Briarcliff Manor, NY. The firm has been registered since 2026. It reports $197 million in regulatory assets under management and employs 2 people.
Usonia Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter James Gallagher Control | Principal And Investment Advisor Representative | Over 75% | 2026 |
| Ruth Georgina Thortvedt Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Usonia Advisory Group, LLC manage?
Usonia Advisory Group, LLC reports $197 million in regulatory assets under management on its Form ADV.
How many employees does Usonia Advisory Group, LLC have?
Usonia Advisory Group, LLC reports 2 employees.
Where is Usonia Advisory Group, LLC located?
Usonia Advisory Group, LLC is based in Briarcliff Manor, NY and has been SEC-registered since 2026.
Does Usonia Advisory Group, LLC disclose fund performance?
Usonia Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 59 Sunset Drive, Unit 101a, Briarcliff Manor, NY 10510 |
| Phone | 914 432-5800 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$197Mregulatory AUM
Discretionary $187.7MNon-discretionary $9.3M