Upland Financial Management, LLC
Upland Financial Management, LLC (CRD# 281471) is a financial advisory firm headquartered in Williams Bay, WI. They manage $19,995,987 in 46 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Upland Financial Management, LLC
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$434,695
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, WI
Financial Advisors at Upland Financial Management, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.