UNITED FINANCIAL PLANNING GROUP LLC

HAUPPAUGE, New York·1 registered advisor·CRD# 149843
SEC# 801-1133244(631) 234-0871
01

Firm Overview

AUM
$244M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UNITED FINANCIAL PLANNING GROUP LLC

1 registered advisor
Gerard Nmn Barrasso
HAUPPAUGE, New York
05

Office Locations

HAUPPAUGE, New York
1 advisor

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Data sourced from SEC Form ADV filings. UNITED FINANCIAL PLANNING GROUP LLC (CRD# 149843) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.