UPKEEP FINANCIAL

UPKEEP FINANCIAL of NEW YORK, NY is an SEC-registered investment adviser (CRD 313221).

Registration

• CRD: 313221
• Type: Registered investment adviser
• Location: 2 GOLD ST, APT 4106, NEW YORK, NY, 10038
• Phone: 917-923-4178
• Latest filing: 2021-08-24
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313221 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search