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UP NORTH FINANCIAL, LLC

Tel: (231) 929-9300
223 East State Street
Suite 200
Traverse City, Michigan  49684

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UP NORTH FINANCIAL, LLC

UP NORTH FINANCIAL, LLC is a Traverse City, Michigan based financial advisory firm with nearly $165,227,714 in assets under management and provides investment advisory services for 973 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

150996

SEC#:

801-120926

No. of Clients:

973

Assets under Management

$165,227,714

No. of Advisors:

2

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