UPPER90

269 C South Main Street
Providence, Rhode Island 2903
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 2 offices throughout the country.

UPPER90 is a Providence, Rhode Island based Financial Planning firm with nearly $1,047,502,434 assets under management, offering retirement planning & investment advisory services to 31 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	$1,047,502,434
No. of Clients	31
No. of Advisors	20

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for pooled Investment

Firm Client Information

	No. of Clients	AUM
Firm Total	31	$1,047,502,434

Inquire with UPPER90

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CITIZENS SECURITIES, INC. One Citizens Bank Way, Jcb135 Johnston, RI, 2043	$6,960,227,088	47802	613
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