# UP NORTH FINANCIAL, LLC

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

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://upnorthfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/up-north-financial-llc

## Regulatory record

- **CRD number:** 150996
- **SEC file number:** 801-120926
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150996

## About

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.

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Last updated: 2026-07-06T01:24:27.952Z

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