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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...
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 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.
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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