UP NORTH FINANCIAL, LLC

TRAVERSE CITY, Michigan·1 registered advisor·CRD# 150996
SEC# 801-1209260(231) 929-9300
01

Firm Overview

AUM
$165M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UP NORTH FINANCIAL, LLC

1 registered advisor
Mark Donald Herman
TRAVERSE CITY, Michigan
05

Office Locations

TRAVERSE CITY, Michigan
1 advisor

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Data sourced from SEC Form ADV filings. UP NORTH FINANCIAL, LLC (CRD# 150996) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.