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RIA · CRD 333889State-Registered Investment Adviser

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UNITY FINANCIAL PLANNING GROUP LLC

UNITY FINANCIAL PLANNING GROUP LLC is a state-registered investment adviser in KENNESAW, GA. The firm manages $71 million in assets, $66 million on a...

Overview

UNITY FINANCIAL PLANNING GROUP LLC is a state-registered investment adviser in KENNESAW, GA. The firm manages $71 million in assets, $66 million on a discretionary basis. It has 6 employees and 6 investment advisers.

General information

Firm type

RIA

Location

City

Kennesaw

Frequently asked questions

Does UNITY FINANCIAL PLANNING GROUP LLC disclose its assets under management?

The firm's AUM is not publicly disclosed. SEC filings for RIAs often include AUM, but no such number has been found in publicly accessible records for this firm.

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