Upright Financial Corp
Upright Financial Corp (CRD# 107303) is a financial advisory firm headquartered in , . They manage $53,594,376 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Upright Financial Corp
By the Numbers
-
Total Assets Under Management54MILLION
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$1,165,095
Compensation Options
- A percentage of assets under your management
- Commissions
- Performance-based fees
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Upright Financial Corp
No Advisor Found.
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