Universe · entity

UNITED FINANCIAL PLANNING GROUP LLC

RIA / family office (Form ADV) · CRD 149843
Form ADV profile

AUM: $347M

Location: HAUPPAUGE, NY

Disclosure: –

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.