Upland Capital Management, LLC

Upland Capital Management, LLC (CRD# 125664) is a financial advisory firm headquartered in Ridgefield, CT. They manage $9,896,000 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $899,636
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, GA

Financial Advisors at Upland Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John N. McVeigh
CRD#: 330547
90 Grove Street, Suite 206, Ridgefield, CT 06877
93
Wealthminder
score

John McVeigh (CRD# 330547) is an Investment Advisor Representative working at Upland Capital Management, LLC in Ridgefield, CT and has over 30 years of experience in the finance industry.

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