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Building 2UPSTATE ADVISORS GROUP

Map pinLIVERPOOL, NY
Phone315-422-1200
NotebookSEC #801-64221
Total AUM
$4.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
404 OLD LIVERPOOL ROAD
LIVERPOOL
NY 13088
USA
Operating Hours
8:30-5:00
Monday - Friday
Phone
315-422-1200

ReceiptFinancials

Total AUM
$4.4M
Accounts
31
Discretionary
$0
Accounts
0
Non-Discretionary
$4.4M
Accounts
31

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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