UNIFIED RETIREMENT PLANNING GROUP of BRIARCLIFF MANOR, NY is an SEC-registered investment adviser (CRD 341550). Regulatory assets under management: $197.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Ruth Georgina Thortvedt | CHIEF COMPLIANCE OFFICER | — |
| Peter James Gallagher | PRINCIPAL AND INVESTMENT ADVISOR REPRESENTATIVE | — |