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Building 2UP NORTH FINANCIAL, LLC

Map pinTRAVERSE CITY, MI
Phone(231) 929-9300
NotebookSEC #801-70416
Total AUM
$51.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
223 EAST STATE STREET
SUITE 200
TRAVERSE CITY
MI 49684
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(231) 929-9300

ReceiptFinancials

Total AUM
$51.2M
Accounts
462
Discretionary
$43.8M
Accounts
37
Non-Discretionary
$7.4M
Accounts
425

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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