UPDATA MANAGEMENT, LLC

UPDATA PARTNERS
WASHINGTON, D.C., District of Columbia·6 registered advisors·CRD# 160994
SEC# 802-752651202-618-8750
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
—
Total firm employees
Advisors
6
Registered representatives
02

Advisors at UPDATA MANAGEMENT, LLC

6 registered advisors
Bernard Morton Goldsmith
WASHINGTON, D.C., District of Columbia
Carter Griffin
WASHINGTON, D.C., District of Columbia
Gregory Olear
WASHINGTON, D.C., District of Columbia
James Robert Socas
WASHINGTON, D.C., District of Columbia
John Francis Burton
RESTON, Virginia
Jonathan Seeber
WASHINGTON, D.C., District of Columbia
05

Office Locations

WASHINGTON, D.C., District of Columbia
5 advisors
RESTON, Virginia
1 advisor

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Data sourced from SEC Form ADV filings. UPDATA MANAGEMENT, LLC (CRD# 160994) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.