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Building 2ONE-UP FINANCIAL

Map pinERIE, PA
Phone814-325-2699
NotebookSEC #801-136342
Total AUM
$107.5M
Employees
9
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1545 WEST 38TH STREET
ERIE
PA 16508
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
814-325-2699

ReceiptFinancials

Total AUM
$107.5M
Accounts
97
Discretionary
$89M
Accounts
94
Non-Discretionary
$18.4M
Accounts
3

ContactClients

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Individual Clients
59
AUM
$19M
HNW Individual Clients
37
AUM
$87.3M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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