Active
UNITED FINANCIAL PLANNING GROUP LLC
Investment Advice|HAUPPAUGE, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$305.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 274.7M |
| Non-Discretionary | 30.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 149843 |
| SEC Number | 801-113324 |
| Street Address | 350 MOTOR PARKWAY |
| Street Address 2 | SUITE 300 |
| Location | HAUPPAUGE, NY 11788-2981 |
| Country | United States |
| Phone | (631) 234-0871 |
| Fax | (631) 584-3763 |
| Total Employees | 8 |
| Business Types | accountant |
Client Count by Type (198 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 99 |
| High Net Worth Individual… | 91 |
| Pension/Profit Sharing Pl… | 8 |
Community Partners
ASHAROKEN VILLAGE OF INC
BABYLON, VILLAGE OF
CORNELL COOPERATIVE EXTENSION ASSOCIATION OF SUFFOLK COUNTY
COUNTY OF SUFFOLK
EASTERN SUFFOLK BOCES
HUNTINGTON BAY INC VILLAGE OF
HUNTINGTON COMMUNITY DEVELOPMENT AGENCY
INCORPORATED VILLAGE OF LAKE GROVE
INCORPORATED VILLAGE OF LINDENHURST
INC VILLAGE OF EAST HAMPTON
NORTH AMITYVILLE FIRE COMPANY, INC.
OFFICE OF COMMUNITY DEVELOPMENT
SAG HARBOR VILLAGE OF
SALTAIRE VILLAGE OF
SHELTER ISLAND POLICE DEPARTMENT
SUFFOLK COUNTY
SUFFOLK COUNTY D P W
SUFFOLK, COUNTY OF
SUFFOLK, COUNTY OF
TOWN OF BABYLON
ASHAROKEN VILLAGE OF INC
BABYLON, VILLAGE OF
CORNELL COOPERATIVE EXTENSION ASSOCIATION OF SUFFOLK COUNTY
COUNTY OF SUFFOLK
EASTERN SUFFOLK BOCES
HUNTINGTON BAY INC VILLAGE OF
HUNTINGTON COMMUNITY DEVELOPMENT AGENCY
INCORPORATED VILLAGE OF LAKE GROVE
INCORPORATED VILLAGE OF LINDENHURST
INC VILLAGE OF EAST HAMPTON
NORTH AMITYVILLE FIRE COMPANY, INC.
OFFICE OF COMMUNITY DEVELOPMENT
SAG HARBOR VILLAGE OF
SALTAIRE VILLAGE OF
SHELTER ISLAND POLICE DEPARTMENT
SUFFOLK COUNTY
SUFFOLK COUNTY D P W
SUFFOLK, COUNTY OF
SUFFOLK, COUNTY OF
TOWN OF BABYLON
ASHAROKEN VILLAGE OF INC
BABYLON, VILLAGE OF
CORNELL COOPERATIVE EXTENSION ASSOCIATION OF SUFFOLK COUNTY
COUNTY OF SUFFOLK
EASTERN SUFFOLK BOCES
HUNTINGTON BAY INC VILLAGE OF
HUNTINGTON COMMUNITY DEVELOPMENT AGENCY
INCORPORATED VILLAGE OF LAKE GROVE
INCORPORATED VILLAGE OF LINDENHURST
INC VILLAGE OF EAST HAMPTON
NORTH AMITYVILLE FIRE COMPANY, INC.
OFFICE OF COMMUNITY DEVELOPMENT
SAG HARBOR VILLAGE OF
SALTAIRE VILLAGE OF
SHELTER ISLAND POLICE DEPARTMENT
SUFFOLK COUNTY
SUFFOLK COUNTY D P W
SUFFOLK, COUNTY OF
SUFFOLK, COUNTY OF
TOWN OF BABYLON
Municipal Government
59 Active
59
Organizations
AMAGANSETT FIRE DISTRICT
AMITYVILLE PUBLIC LIBRARY
BABYLON PUBLIC LIBRARY
BAYPORT FIRE DISTRICT
BAY SHORE BRIGHTWATERS PUBLIC LIBRARY
BAY SHORE FIRE DISTRICT
BLUE POINT FIRE DISTRICT
BOHEMIA FIRE DISTRICT
BRENTWOOD FIRE DISTRICT
BRIDGEHAMPTON FIRE DISTRICT
CENTEREACH FIRE DISTRICT
CENTER MORICHES FIRE DISTRICT
CENTER MORICHES FREE PUBLIC LIBRARY
CENTERPORT FIRE DISTRICT
CENTRAL ISLIP PUBLIC LIBRARY
CENTRAL PINE BARRENS JOINT PLANNING AND POLICY COMMISSION
COLD SPRING HARBOR FIRE DISTRICT
COMMACK FIRE DISTRICT
COMMACK PUBLIC LIBRARY
COMMACK PUBLIC LIBRARY DISTRICT
AMAGANSETT FIRE DISTRICT
AMITYVILLE PUBLIC LIBRARY
BABYLON PUBLIC LIBRARY
BAYPORT FIRE DISTRICT
BAY SHORE BRIGHTWATERS PUBLIC LIBRARY
BAY SHORE FIRE DISTRICT
BLUE POINT FIRE DISTRICT
BOHEMIA FIRE DISTRICT
BRENTWOOD FIRE DISTRICT
BRIDGEHAMPTON FIRE DISTRICT
CENTEREACH FIRE DISTRICT
CENTER MORICHES FIRE DISTRICT
CENTER MORICHES FREE PUBLIC LIBRARY
CENTERPORT FIRE DISTRICT
CENTRAL ISLIP PUBLIC LIBRARY
CENTRAL PINE BARRENS JOINT PLANNING AND POLICY COMMISSION
COLD SPRING HARBOR FIRE DISTRICT
COMMACK FIRE DISTRICT
COMMACK PUBLIC LIBRARY
COMMACK PUBLIC LIBRARY DISTRICT
AMAGANSETT FIRE DISTRICT
AMITYVILLE PUBLIC LIBRARY
BABYLON PUBLIC LIBRARY
BAYPORT FIRE DISTRICT
BAY SHORE BRIGHTWATERS PUBLIC LIBRARY
BAY SHORE FIRE DISTRICT
BLUE POINT FIRE DISTRICT
BOHEMIA FIRE DISTRICT
BRENTWOOD FIRE DISTRICT
BRIDGEHAMPTON FIRE DISTRICT
CENTEREACH FIRE DISTRICT
CENTER MORICHES FIRE DISTRICT
CENTER MORICHES FREE PUBLIC LIBRARY
CENTERPORT FIRE DISTRICT
CENTRAL ISLIP PUBLIC LIBRARY
CENTRAL PINE BARRENS JOINT PLANNING AND POLICY COMMISSION
COLD SPRING HARBOR FIRE DISTRICT
COMMACK FIRE DISTRICT
COMMACK PUBLIC LIBRARY
COMMACK PUBLIC LIBRARY DISTRICT
Special District
112 Active
112
Organizations
ACADEMY CHARTER SCHOOL 2
AMAGANSETT UNION FREE SCHOOL DISTRICT
AMITYVILLE UF SCH DIST
BABYLON UNION FREE SCH DIST
BAYPORT-BLUE POINT PUBLIC LIBRARY
BAYPORT BLUE POINT SD
BAYPORT-BLUE POINT UF SCH DIST
BAY SHORE UNION FREE SCHOOL DIST
BOARD OF COOPERATIVE EDUCATIONAL SERVICES
BRENTWOOD PUBLIC LIBRARY
BRENTWOOD UF SCH DIST
BRENTWOOD UNION FREE SCHOOL
BRIDGEHAMPTON U F SCHOOL DIST
BRIDGEHAMPTON UNION FREE SD
BROOKHAVEN-COMSEWOGUE UNION FREE SCH DIST
CENTER MORICHES UF SCH DIST
CENTRAL ISLIP UF SCHOOL DIST
COLD SPRING HARBOR CENTRAL SCH DIST 2
COMMACK UF SCH DIST 10
COMMACK UNION FREE SCHOOL DISTRICT
ACADEMY CHARTER SCHOOL 2
AMAGANSETT UNION FREE SCHOOL DISTRICT
AMITYVILLE UF SCH DIST
BABYLON UNION FREE SCH DIST
BAYPORT-BLUE POINT PUBLIC LIBRARY
BAYPORT BLUE POINT SD
BAYPORT-BLUE POINT UF SCH DIST
BAY SHORE UNION FREE SCHOOL DIST
BOARD OF COOPERATIVE EDUCATIONAL SERVICES
BRENTWOOD PUBLIC LIBRARY
BRENTWOOD UF SCH DIST
BRENTWOOD UNION FREE SCHOOL
BRIDGEHAMPTON U F SCHOOL DIST
BRIDGEHAMPTON UNION FREE SD
BROOKHAVEN-COMSEWOGUE UNION FREE SCH DIST
CENTER MORICHES UF SCH DIST
CENTRAL ISLIP UF SCHOOL DIST
COLD SPRING HARBOR CENTRAL SCH DIST 2
COMMACK UF SCH DIST 10
COMMACK UNION FREE SCHOOL DISTRICT
ACADEMY CHARTER SCHOOL 2
AMAGANSETT UNION FREE SCHOOL DISTRICT
AMITYVILLE UF SCH DIST
BABYLON UNION FREE SCH DIST
BAYPORT-BLUE POINT PUBLIC LIBRARY
BAYPORT BLUE POINT SD
BAYPORT-BLUE POINT UF SCH DIST
BAY SHORE UNION FREE SCHOOL DIST
BOARD OF COOPERATIVE EDUCATIONAL SERVICES
BRENTWOOD PUBLIC LIBRARY
BRENTWOOD UF SCH DIST
BRENTWOOD UNION FREE SCHOOL
BRIDGEHAMPTON U F SCHOOL DIST
BRIDGEHAMPTON UNION FREE SD
BROOKHAVEN-COMSEWOGUE UNION FREE SCH DIST
CENTER MORICHES UF SCH DIST
CENTRAL ISLIP UF SCHOOL DIST
COLD SPRING HARBOR CENTRAL SCH DIST 2
COMMACK UF SCH DIST 10
COMMACK UNION FREE SCHOOL DISTRICT
School District
87 Active
87
Organizations
0016 Long Island State Employees
005-019 ISLIP COUNCIL OF PTAS
005-363 SMITHTOWN
1018 I A OF M & A W LOCAL LODGE
1040 KIDS INC
1049 CRAFT DIVISION
1049 MANAGEMENT CORPORATION
1-0 FOUNDATION LTD
10Z TEAM INC
110 TRANSPORTATION MANAGEMENT ASSOCIATION CORP
12 DUNEMERE INC
1381 MANAGEMENT CORP
160 MONTAUK HIGHWAY HOLDING CORP
1653 FOUNDATION INC
166 MONTAUK HIGHWAY RECREATION CORP
180 CENTER AGAINST DOMESTIC VIOLENCE INC
1962 SACHEM HIGH SCHOOL 50TH CLASS REUNION
231 NETWORKING GROUP INC
2459 OCEAN OWNER LLC
28676299 SARTORIUS TOASTMASTERS CLUB
0016 Long Island State Employees
005-019 ISLIP COUNCIL OF PTAS
005-363 SMITHTOWN
1018 I A OF M & A W LOCAL LODGE
1040 KIDS INC
1049 CRAFT DIVISION
1049 MANAGEMENT CORPORATION
1-0 FOUNDATION LTD
10Z TEAM INC
110 TRANSPORTATION MANAGEMENT ASSOCIATION CORP
12 DUNEMERE INC
1381 MANAGEMENT CORP
160 MONTAUK HIGHWAY HOLDING CORP
1653 FOUNDATION INC
166 MONTAUK HIGHWAY RECREATION CORP
180 CENTER AGAINST DOMESTIC VIOLENCE INC
1962 SACHEM HIGH SCHOOL 50TH CLASS REUNION
231 NETWORKING GROUP INC
2459 OCEAN OWNER LLC
28676299 SARTORIUS TOASTMASTERS CLUB
0016 Long Island State Employees
005-019 ISLIP COUNCIL OF PTAS
005-363 SMITHTOWN
1018 I A OF M & A W LOCAL LODGE
1040 KIDS INC
1049 CRAFT DIVISION
1049 MANAGEMENT CORPORATION
1-0 FOUNDATION LTD
10Z TEAM INC
110 TRANSPORTATION MANAGEMENT ASSOCIATION CORP
12 DUNEMERE INC
1381 MANAGEMENT CORP
160 MONTAUK HIGHWAY HOLDING CORP
1653 FOUNDATION INC
166 MONTAUK HIGHWAY RECREATION CORP
180 CENTER AGAINST DOMESTIC VIOLENCE INC
1962 SACHEM HIGH SCHOOL 50TH CLASS REUNION
231 NETWORKING GROUP INC
2459 OCEAN OWNER LLC
28676299 SARTORIUS TOASTMASTERS CLUB
Nonprofit Organization
7224 Active
7224
Organizations
Community Partners200 organizations
ASHAROKEN VILLAGE OF INC
Municipal Government·NORTHPORT
BABYLON, VILLAGE OF
Municipal Government·BABYLON
CORNELL COOPERATIVE EXTENSION ASSOCIATION OF SUFFOLK COUNTY
Municipal Government·RIVERHEAD
COUNTY OF SUFFOLK
Municipal Government·HAUPPAUGE
EASTERN SUFFOLK BOCES
Municipal Government·BRENTWOOD
HUNTINGTON BAY INC VILLAGE OF
Municipal Government·HALESITE
HUNTINGTON COMMUNITY DEVELOPMENT AGENCY
Municipal Government·HUNTINGTON
INCORPORATED VILLAGE OF LAKE GROVE
Municipal Government·LAKE GROVE
INCORPORATED VILLAGE OF LINDENHURST
Municipal Government·LINDENHURST
INC VILLAGE OF EAST HAMPTON
Municipal Government·EAST HAMPTON
NORTH AMITYVILLE FIRE COMPANY, INC.
Municipal Government·AMITYVILLE
OFFICE OF COMMUNITY DEVELOPMENT
Municipal Government·HAUPPAUGE
SAG HARBOR VILLAGE OF
Municipal Government·SAG HARBOR
SALTAIRE VILLAGE OF
Municipal Government·BAY SHORE
SHELTER ISLAND POLICE DEPARTMENT
Municipal Government·SHELTER ISLAND
SUFFOLK COUNTY
Municipal Government·YAPHANK
SUFFOLK COUNTY D P W
Municipal Government·YAPHANK
SUFFOLK, COUNTY OF
Municipal Government·YAPHANK
SUFFOLK, COUNTY OF
Municipal Government·GREAT RIVER
TOWN OF BABYLON
Municipal Government·LINDENHURST
TOWN OF EAST HAMPTON
Municipal Government·EAST HAMPTON
TOWN OF ISLIP COMM DEVL
Municipal Government·BAY SHORE
TOWN OF ISLIP ECONOMIC DEVELOPMENT CORP
Municipal Government·ISLIP
TOWN OF SOUTHOLD
Municipal Government·SOUTHOLD
TRUEHOLD PROMOTIONS INC.
Municipal Government·BOHEMIA
VILLAGE OF AMITYVILLE
Municipal Government·AMITYVILLE
VILLAGE OF ASHAROKEN
Municipal Government·NORTHPORT
VILLAGE OF BRANCH
Municipal Government·SMITHTOWN
VILLAGE OF DERING HARBOR
Municipal Government·SHELTER ISLAND HEIGHTS
VILLAGE OF PATCHOGUE
Municipal Government·PATCHOGUE
AMAGANSETT FIRE DISTRICT
Special District·AMAGANSETT
BLUE POINT FIRE DISTRICT
Special District·BLUE POINT
BOHEMIA FIRE DISTRICT
Special District·BOHEMIA
BRIDGEHAMPTON FIRE DISTRICT
Special District·BRIDGEHAMPTON
CENTEREACH FIRE DISTRICT
Special District·CENTEREACH
CENTER MORICHES FIRE DISTRICT
Special District·CENTER MORICHES
CENTERPORT FIRE DISTRICT
Special District·CENTERPORT
CENTRAL PINE BARRENS JOINT PLANNING AND POLICY COMMISSION
Special District·WESTHAMPTON BEACH
COLD SPRING HARBOR FIRE DISTRICT
Special District·COLD SPRING HARBOR
COMMACK PUBLIC LIBRARY
Special District·COMMACK
COMSEWOGUE PUBLIC LIBRARY
Special District·PORT JEFFERSON STATION
COPIAGUE FIRE DISTRICT
Special District·COPIAGUE
COPIAGUE MEMORIAL PUBLIC LIBRARY
Special District·COPIAGUE
CORAM FIRE DISTRICT
Special District·CORAM
CUTCHOGUE FIRE DISTRICT
Special District·CUTCHOGUE
DEER PARK FIRE DISTRICT 14
Special District·DEER PARK
DUNEWOOD FIRE DISTRICT
Special District·NEW YORK
EAST BRENTWOOD FIRE DISTRICT
Special District·BRENTWOOD
EAST ISLIP FIRE DISTRICT
Special District·EAST ISLIP
EAST MARION FIRE DISTRICT
Special District·EAST MARION
EAST MORICHES FIRE DEPARTMENT
Special District·EAST MORICHES
EAST NORTHPORT FIRE DISTRICT
Special District·EAST NORTHPORT
EATONS NECK FIRE DISTRICT
Special District·NORTHPORT
FARMINGVILLE FIRE DISTRICT
Special District·FARMINGVILLE
FIRE ISLANDS PINES FIRE DISTRICT
Special District·FIRE ISLAND PINES
FISHERS ISLAND FIRE DISTRICT
Special District·FISHERS ISLAND
FLOYD MEMORIAL LIBRARY
Special District·GREENPORT
GORDON HEIGHTS FIRE DISTRICT
Special District·MEDFORD
GREAT RIVER FIRE DISTRICT
Special District·GREAT RIVER
GREENLAWN WATER DISTRICT
Special District·GREENLAWN
HAGERMAN FIRE DISTRICT
Special District·EAST PATCHOGUE
ACADEMY CHARTER SCHOOL 2
School District·WYANDANCH
BAYPORT BLUE POINT SD
School District·BAYPORT
BOARD OF COOPERATIVE EDUCATIONAL SERVICES
School District·HUNTINGTON STATION
EAST ISLIP PUBLIC LIBRARY
School District·EAST ISLIP
EASTPORT SOUTH MANOR CSD
School District·MANORVILLE
0016 Long Island State Employees
Nonprofit Organization·Holbrook
005-019 ISLIP COUNCIL OF PTAS
Nonprofit Organization·islip
005-363 SMITHTOWN
Nonprofit Organization·Smithtown
1018 I A OF M & A W LOCAL LODGE
Nonprofit Organization·Hauppauge
1040 KIDS INC
Nonprofit Organization·Holtsville
1049 CRAFT DIVISION
Nonprofit Organization·HOLTSVILLE
1049 MANAGEMENT CORPORATION
Nonprofit Organization·Holtsville
1-0 FOUNDATION LTD
Nonprofit Organization·MELVILLE
10Z TEAM INC
Nonprofit Organization·West Babylon
110 TRANSPORTATION MANAGEMENT ASSOCIATION CORP
Nonprofit Organization·HUNTINGTON
12 DUNEMERE INC
Nonprofit Organization·EAST HAMPTON
1381 MANAGEMENT CORP
Nonprofit Organization·Hauppauge
160 MONTAUK HIGHWAY HOLDING CORP
Nonprofit Organization·East Hampton
1653 FOUNDATION INC
Nonprofit Organization·HUNTINGTON
166 MONTAUK HIGHWAY RECREATION CORP
Nonprofit Organization·EAST HAMPTON
180 CENTER AGAINST DOMESTIC VIOLENCE INC
Nonprofit Organization·Deer Park
1962 SACHEM HIGH SCHOOL 50TH CLASS REUNION
Nonprofit Organization·holbrook
231 NETWORKING GROUP INC
Nonprofit Organization·DEER PARK
2459 OCEAN OWNER LLC
Nonprofit Organization·RONKONKOMA
28676299 SARTORIUS TOASTMASTERS CLUB
Nonprofit Organization·Bohemia
2ES CREATIVE SPACE INC
Nonprofit Organization·Southampton
2ND PCT FELLOWSHIP INC
Nonprofit Organization·GREENLAWN
30TH VIRGINIA INC
Nonprofit Organization·COMMACK
3256 FOUNDATION INC
Nonprofit Organization·MEDFORD
351 MAIN STREET AMAGANSETT INC
Nonprofit Organization·AMAGANSETT
391ST BOMB GROUP ASSOCIATION
Nonprofit Organization·North Babylon
3 FOR A CAUSE CORP
Nonprofit Organization·MELVILLE
425 ART FLICK CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·MEDFORD
495 TRACK CLUB
Nonprofit Organization·KINGS PARK
4 FOUNDATION
Nonprofit Organization·BABYLON
4 Towns Civic Association Inc
Nonprofit Organization·DIX HILLS
5 6 7 8 CULTURAL DANCE
Nonprofit Organization·AMITYVILLE
5814 HOLDING CORP
Nonprofit Organization·ROCKY POINT
595- A FELLOW CRAFT INC
Nonprofit Organization·AMITYVILLE
60 Oak Realty Corp
Nonprofit Organization·Babylon
6893 CORPORATION
Nonprofit Organization·East Northport
7223 SGT JOHN F KREYER LADIES AUX
Nonprofit Organization·Amityville
7th Precinct Community Unity Inc
Nonprofit Organization·CORAM
82ND AIRBORNE DIVISION HISTORICAL INSTITUTE INC
Nonprofit Organization·Greenlawn
8545 COLD SPRING HARBOR NEW YORK
Nonprofit Organization·Cold Spring Harbor
8564 LAKE GROVE
Nonprofit Organization·Lake Grove
911 MONUMENT OF THE MISSING FOUNDATION
Nonprofit Organization·HUNTINGTON STATION
911 RESPONDERS REMEMBERED PARK INC
Nonprofit Organization·Nesconset
9-1-1 VETERANS INC
Nonprofit Organization·LINDENHURST
99 THRIFT SHOP INC
Nonprofit Organization·Orient
9 MERRILLS ROAD HOLDING CORP
Nonprofit Organization·East Hampton
AA 2
Nonprofit Organization·Stony Brook
AARIZS ANGELS FOUNDATION
Nonprofit Organization·Bay Shore
AARON & FREDA GLICKMAN FOUNDATION INC
Nonprofit Organization·MELVILLE
A A TECHNOLOGY INC
Nonprofit Organization·RONKONKOMA