Upbeat Financial

Upbeat Financial (CRD# 312754) is a financial advisory firm headquartered in Ada, MI. They manage $10,047,862 in 78 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7125 Headley St Se #942, Ada, MI 49301
https://www.facebook.com/upbeatfinancial
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $128,819
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, MI

Financial Advisors at Upbeat Financial
Showing 1 - 1 of 1 top financial advisors.
1
Dana Edwards, financial advisor Ada MI
Dana C. Edwards
CRD#: 6540004
Ada, MI

Dana Edwards (CRD# 6540004) is an Investment Advisor Representative working at Upbeat Financial in Ada, MI and has over 7 years of experience in the finance industry.

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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