# UNIFIED RETIREMENT PLANNING GROUP

UNIFIED RETIREMENT PLANNING GROUP is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/unified-retirement-planning-group

## Regulatory record

- **CRD number:** 341550
- **SEC file number:** 801-136235
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341550

## About

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.

## Questions

### 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).

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/unified-retirement-planning-group

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