UNITED FINANCIAL PLANNING GROUP LLC
CRD #149843 SEC #801-113324 HAUPPAUGE, NY (631) 234-0871
SEC Registered
Total AUM
$305.4M
Discretionary
$274.7M
Employees
8
Clients
101
Accounts
190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $305.4M | $274.7M | $30.7M | 8 | 100 |
| Mar 2025 | $305.4M | $274.7M | $30.7M | 7 | 100 |
| Oct 2024 | $244.4M | $206.5M | $37.9M | 8 | 30 |
| Feb 2024 | $244.4M | $206.5M | $37.9M | 8 | 30 |
| Nov 2023 | $191.5M | $176.6M | $14.9M | 7 | 166 |
| Aug 2023 | $191.5M | $176.6M | $14.9M | 7 | 166 |
| Mar 2023 | $191.5M | $176.6M | $14.9M | 7 | 166 |
| Jun 2022 | $177M | $172.4M | $4.6M | 7 | 50 |
| Mar 2022 | $177M | $172.4M | $4.6M | 7 | 50 |
| Feb 2022 | $177M | $172.4M | $4.6M | 6 | 50 |
| Mar 2021 | $138.3M | $134.7M | $3.6M | 3 | 88 |
| Feb 2021 | $104.3M | $104.3M | $0 | 2 | 200 |
| May 2020 | $104.3M | $104.3M | $0 | 2 | 200 |
| Jan 2020 | $104.3M | $104.3M | $0 | 2 | 200 |
| Aug 2019 | $92.7M | $92.7M | $0 | 2 | 30 |
| Jul 2019 | $80.2M | $80.2M | $0 | 2 | 30 |
| Apr 2019 | $80.2M | $80.2M | $0 | 1 | 30 |
| Mar 2019 | $80.2M | $80.2M | $0 | 1 | 30 |
| Nov 2018 | $71.3M | $71.3M | $0 | 1 | 30 |
| Nov 2018 | $71.3M | $71.3M | $0 | 1 | 30 |
| Nov 2018 | $71.3M | $71.3M | $0 | 1 | 30 |
| Nov 2018 | $71.3M | $71.3M | $0 | 1 | 30 |
| Jun 2018 | $71.3M | $71.3M | $0 | 1 | 30 |
| Apr 2018 | $71.3M | $71.3M | $0 | 1 | 30 |
DateJun 2025
Total AUM$305.4M
Discretionary$274.7M
Non-Disc.$30.7M
Employees8
Clients100
DateMar 2025
Total AUM$305.4M
Discretionary$274.7M
Non-Disc.$30.7M
Employees7
Clients100
DateOct 2024
Total AUM$244.4M
Discretionary$206.5M
Non-Disc.$37.9M
Employees8
Clients30
DateFeb 2024
Total AUM$244.4M
Discretionary$206.5M
Non-Disc.$37.9M
Employees8
Clients30
DateNov 2023
Total AUM$191.5M
Discretionary$176.6M
Non-Disc.$14.9M
Employees7
Clients166
DateAug 2023
Total AUM$191.5M
Discretionary$176.6M
Non-Disc.$14.9M
Employees7
Clients166
DateMar 2023
Total AUM$191.5M
Discretionary$176.6M
Non-Disc.$14.9M
Employees7
Clients166
DateJun 2022
Total AUM$177M
Discretionary$172.4M
Non-Disc.$4.6M
Employees7
Clients50
DateMar 2022
Total AUM$177M
Discretionary$172.4M
Non-Disc.$4.6M
Employees7
Clients50
DateFeb 2022
Total AUM$177M
Discretionary$172.4M
Non-Disc.$4.6M
Employees6
Clients50
DateMar 2021
Total AUM$138.3M
Discretionary$134.7M
Non-Disc.$3.6M
Employees3
Clients88
DateFeb 2021
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees2
Clients200
DateMay 2020
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees2
Clients200
DateJan 2020
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees2
Clients200
DateAug 2019
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees2
Clients30
DateJul 2019
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees2
Clients30
DateApr 2019
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees1
Clients30
DateMar 2019
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees1
Clients30
DateNov 2018
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees1
Clients30
DateNov 2018
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees1
Clients30
DateNov 2018
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees1
Clients30
DateNov 2018
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees1
Clients30
DateJun 2018
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees1
Clients30
DateApr 2018
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees1
Clients30