UP NORTH FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$203,787,588
Discretionary
$202,787,130
Non-discretionary
$1,000,458
Firm details
- CRD number
- 150996
- SEC file number
- 801-120926
- Main office
- TRAVERSE CITY, MI, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.UPNORTHFINANCIAL.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.