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Building 2UPPER LEFT WEALTH MANAGEMENT, LLC

Map pin
Phone917-768-3390
NotebookSEC #801-123531
Total AUM
$201.1M
Employees
2
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
917-768-3390
Other Offices
1

ReceiptFinancials

Total AUM
$201.1M
Accounts
370
Discretionary
$173M
Accounts
363
Non-Discretionary
$28.1M
Accounts
7

ContactClients

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Individual Clients
36
AUM
$14.1M
HNW Individual Clients
52
AUM
$141.8M
Pension/Profit Sharing Plan Clients
6
AUM
$29.4M
Charitable Organization Clients
1
AUM
$15.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMANJNYTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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