UPSIDE FINANCIAL, LLC

UPSIDE FINANCIAL, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 164816). Regulatory assets under management: $663K.

Registration

• CRD: 164816
• SEC file number: 801-78119
• Type: Registered investment adviser
• Location: 340 RITCH STREET, #6, SAN FRANCISCO, CA, 94107
• Phone: 888-506-1850
• Latest filing: 2014-03-03
• Regulatory AUM: $663K
• Non-discretionary AUM: $663K
• Clients: 2
• Accounts: 20

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 164816 on SEC IAPD (source of record)
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