UPSIDE FINANCIAL, LLC

SAN FRANCISCO, California·1 registered advisor·CRD# 164816
SEC# 801-78119888-506-1850
01

Firm Overview

AUM
$663K
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at UPSIDE FINANCIAL, LLC

1 registered advisor
Jonathan Andrew Self
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. UPSIDE FINANCIAL, LLC (CRD# 164816) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.