UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC

STEEL TOWER INVESTMENTS
PITTSBURGH, Pennsylvania·2 registered advisors·CRD# 166742
SEC# 801-1303921412-586-2060
01

Firm Overview

AUM
$116M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC

2 registered advisors
Elizabeth Ann Urish
PITTSBURGH, Pennsylvania
Kenneth Lynn Urish
PITTSBURGH, Pennsylvania
05

Office Locations

PITTSBURGH, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC (CRD# 166742) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.