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UPPER90

Tel: (646) 979-0719
269 C South Main Street
Providence, Rhode Island  02903

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UPPER90

UPPER90 is a Providence, Rhode Island based financial advisory firm with nearly $815,843,360 in assets under management and provides investment advisory services for 25 clients. There are currently 20 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

304179

SEC#:

801-119170

No. of Clients:

25

Assets under Management

$815,843,360

No. of Advisors:

20

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