UPSTATE ADVISERS INC.
Doing business as UPSTATE ADVISERS INC. SEC Form ADV profile.
Total regulatory AUM
$34,053,630
Discretionary
$15,743,630
Non-discretionary
$18,310,000
Firm details
- CRD number
- 341449
- SEC file number
- 801-135922
- Main office
- PITTSFORD, NY, United States
- Employees
- 1
- SEC status
- Approved
- Website
- https://www.upstateadvisers.com
- Fee structure
-
Percentage of AUM
As of October 2026.