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Building 2UP NORTH FINANCIAL, LLC

Map pinTRAVERSE CITY, MI
Phone(231) 929-9300
NotebookSEC #801-120926
Total AUM
$203.8M
Employees
4
Clients
339

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
223 EAST STATE STREET
SUITE 200
TRAVERSE CITY
MI 49684
United States
Operating Hours
9:30AM - 4:00PM
Monday - Friday
Phone
(231) 929-9300

ReceiptFinancials

Total AUM
$203.8M
Accounts
1,065
Discretionary
$202.8M
Accounts
1,064
Non-Discretionary
$1M
Accounts
1

ContactClients

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Individual Clients
280
AUM
$69.2M
HNW Individual Clients
57
AUM
$133.9M
Charitable Organization Clients
1
AUM
$625.2K
Government Entity Clients
1
AUM
$62.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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

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