Upland Capital Management, LLC
Upland Capital Management, LLC (CRD# 125664) is a financial advisory firm headquartered in , . They manage $8,105,900 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Upland Capital Management, LLC
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$736,900
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Upland Capital Management, LLC
1
John McVeigh (CRD# 330547) is an Investment Advisor Representative working at Upland Capital Management, LLC in Savannah, GA and has over 36 years of experience in the finance industry.
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