Updated:Jul 6, 2026

UP NORTH FINANCIAL, LLC

UP NORTH FINANCIAL, LLC is an SEC-registered investment adviser in Traverse City, MI, registered since 2021. The firm manages $204 million in assets, with $203...

UP NORTH FINANCIAL, LLC

UP NORTH FINANCIAL, LLC is an SEC-registered investment adviser in Traverse City, MI, registered since 2021. The firm manages $204 million in assets, with $203 million on a discretionary basis. It has 4 employees and 2 investment advisers.

Website

upnorthfinancial.com

linkedin.com/company/up-north-financial-llc

General information

Firm type

RIA

Location

Region

North America

Country

United States

What is UP NORTH FINANCIAL, LLC?

UP NORTH FINANCIAL, LLC is a ria based in United States.

Where is UP NORTH FINANCIAL, LLC headquartered?

UP NORTH FINANCIAL, LLC is headquartered in United States, in the North America region.

What does Altss track for UP NORTH FINANCIAL, LLC?

Altss maintains an OSINT-verified profile of UP NORTH FINANCIAL, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is UP NORTH FINANCIAL, LLC's website?

UP NORTH FINANCIAL, LLC's public website is upnorthfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is UP NORTH FINANCIAL, LLC?

UP NORTH FINANCIAL, LLC is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on UP NORTH FINANCIAL, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was UP NORTH FINANCIAL, LLC's Altss profile last updated?

UP NORTH FINANCIAL, LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.