Up North Financial, LLC

Up North Financial, LLC (CRD# 150996) is a financial advisory firm headquartered in Traverse City, MI. They manage $165,227,714 in 973 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
223 East State Street, Suite 200, Traverse City, MI 49684
http://www.upnorthfinancial.com
By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    973
    ACCOUNTS
  • Average Account Value
    $169,813
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Up North Financial, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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