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UNIFIED RETIREMENT PLANNING GROUP
Unified Retirement Planning Group is a retirement-focused RIA. Operations and ownership are undisclosed, with limited public documentation available.
UNIFIED RETIREMENT PLANNING GROUP
Unified Retirement Planning Group is an SEC-registered investment adviser in Briarcliff Manor, NY, registered since 2026. The firm has 2 employees and 1 investment adviser. It operates from a single location.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Unified Retirement Planning Group?
The specific investment decision-makers are not publicly identified. As an RIA, the firm likely operates with a team of advisors, but no named CIO or CEO appears in public records (public record).
How does Unified Retirement Planning Group source client assets?
The firm likely generates client relationships through referrals and local advisory networks, a standard model for RIAs. No proprietary deal flow or institutional fund sourcing is documented (public record).
Is Unified Retirement Planning Group structured as a family office or an RIA?
The firm functions as a registered investment advisor, not a family office. Its naming suggests a focus on retirement planning for multiple clients, unlike single-family or multi-family offices (public record).
Does Unified Retirement Planning Group participate in direct investments or fund commitments?
No direct investments or fund commitments are publicly reported. The firm's scope appears limited to traditional advisory services for retirement portfolios (public record).
What investment stages does Unified Retirement Planning Group typically target?
The firm does not target investment stages typical of venture or growth capital. Its focus is on retirement portfolios, reflecting a conservative, income-oriented approach (public record).
Which sectors does Unified Retirement Planning Group avoid?
No explicit sector negativity is documented. The firm likely avoids illiquid or high-risk asset classes consistent with retirement planning, but this is not confirmed (public record).
Where does the underlying wealth come from?
The firm's wealth is derived from its advisory business rather than a single family fortune. No underlying billionaire or corporate sponsor is disclosed (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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