Upper90
Upper90 (CRD# 304179) is a financial advisory firm headquartered in Providence, RI. They manage $815,843,360 in 25 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management816MILLION
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Total Number of Accounts25ACCOUNTS
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Average Account Value$32,633,734
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, NY, RI
Financial Advisors at Upper90
No Advisor Found.
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