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Building 2UPHOLDINGS

Map pin
Phone615-669-8699
NotebookSEC #801-119773
Total AUM
$1.4M
Employees
2
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-6PM CT
Monday - Friday
Phone
615-669-8699
Other Offices
1

ReceiptFinancials

Total AUM
$1.4M
Accounts
2
Discretionary
$1.4M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$1.3M
Pooled Vehicle Clients
1
AUM
$100K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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