Upstate Advisors Group
Upstate Advisors Group is an SEC-registered ria with $4.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Upstate Advisors Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135107, data through 2008-06-26.
- AUM (assets under management / regulatory AUM)
- $4.4M (2008-06-26)
- Firm type
- Ria
- CRD
- 135107
- Ownership
- ARGIRO, JOHN, SALVATOR; VITALE, GIOVANNI, BONAVENTURA; VINCIGUERRA, DAVID; KOBASA, DANIEL, BRUCE
How much AUM does Upstate Advisors Group have?
Upstate Advisors Group reported $4.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2008-06-26).
Who owns Upstate Advisors Group?
Disclosed owners and executives of Upstate Advisors Group include ARGIRO, JOHN, SALVATOR, VITALE, GIOVANNI, BONAVENTURA, VINCIGUERRA, DAVID, KOBASA, DANIEL, BRUCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.