UPTON ADVISORS, LLC
Total AUM
$50M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
THE CARRIAGE HOUSE
12 MIDDLE STREET
AMHERST
NH 03031
USA
12 MIDDLE STREET
AMHERST
NH 03031
USA
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
603-673-9462
Financials
Total AUM
$50M
Accounts
1Discretionary
$0
Accounts
0Non-Discretionary
$50M
Accounts
1
Clients
None reported
Services
Services Offered
Market Timing
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
M&A AND IPO ADVISORY SUCCESS FEES
Compliance
Disclosures
None reported
State Registrations
NH
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.