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Building 2UPSKILL WEALTH MANAGEMENT, LLC

Map pinCORTLAND, NY
Phone315-882-1770
NotebookSEC #801-131073
Total AUM
$1.8M
Employees
2
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 NORTH MAIN STREET
SUITE 301
CORTLAND
NY 13045
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
315-882-1770

ReceiptFinancials

Total AUM
$1.8M
Accounts
14
Discretionary
$1.8M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$1.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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