UP NORTH FINANCIAL, LLC

223 East State Street
Suite 200
Traverse City, Michigan 49684
Tel: (231) 929-9300

About UP NORTH FINANCIAL, LLC

UP NORTH FINANCIAL, LLC, formally registered with the SEC as UP NORTH FINANCIAL, LLC. The firm was established in 04/23/2021. They have over 1 offices throughout the country.

UP NORTH FINANCIAL, LLC is a Traverse City, Michigan based Financial Planning firm with nearly $165,227,714 assets under management, offering retirement planning & investment advisory services to 973 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150996
SEC#	801-120926
Assets Managed by Firm	$165,227,714
No. of Clients	973
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	973	$165,227,714
Individuals (other than high net worth individuals)	312	$94,766,368
High net worth individuals	38	$70,461,346

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YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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