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

Explore More Retirement Advisors in Providence, Rhode Island

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.