Directory of Professional Retirement Planners
National Coverage
Local Professionals
UPPER90
269 C South Main Street
Providence, Rhode Island 02903
Tel: (646) 979-0719
About UPPER90
UPPER90, formally registered with the SEC as UPPER90. The firm was established in 08/06/2020. They have over 3 offices throughout the country.
UPPER90 is a Providence, Rhode Island based Financial Planning firm with nearly $815,843,360 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304179 |
| SEC# | 801-119170 |
| Assets Managed by Firm | $815,843,360 |
| No. of Clients | 25 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 25 | $815,843,360 |
More Retirement Planning firms in Providence, Rhode Island:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $9,188,004,183 | 53044 | 418 | |
| $7,825,588,486 | 19 | 70 | |
| $1,879,594,055 | 1833 | 21 |
Explore More Retirement Advisors in Providence, Rhode Island