UP NORTH FINANCIAL, LLC
Tel: (231) 929-9300 223 East State Street Suite 200 Traverse City, Michigan 49684
About UP NORTH FINANCIAL, LLC
UP NORTH FINANCIAL, LLC is a Traverse City, Michigan based financial advisory firm with nearly $165,227,714 in assets under management and provides investment advisory services for 973 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
150996
Firm SEC#:
801-120926
Assets Under Management:
$165,227,714
No. of Clients:
973
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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