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Elizabeth Ann Urish

UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC·PITTSBURGH, Pennsylvania
Unclaimed Profile
401 LIBERTY AVENUE, PITTSBURGH, PA 15222CRD# 5542282Firm CRD# 166742
01

About

Elizabeth Ann Urish is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
STEEL TOWER INVESTMENTS
AUM
$116M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5542282
Firm CRD# 166742
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Ann Urish offer?
Elizabeth Ann Urish specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Elizabeth Ann Urish's credentials?
Elizabeth Ann Urish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Ann Urish located?
Elizabeth Ann Urish is based in PITTSBURGH, Pennsylvania, working with UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Elizabeth Ann Urish charge for services?
Elizabeth Ann Urish's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC?
UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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