Up North Financial, LLC in Traverse City, MI is a Registered Investment Adviser, where it utilizes Fidelity Investments as its' clients' custodian.
Up North Financial may provide its clients with a broad range of comprehensive financial planning and consulting services. These services include retirement, education planning, and tax and cash flow needs of the client. Clients can engage UNF to manage all or a portion of their assets on a discretionary or non-discretionary basis. Up North Financial primarily allocates clients' investment management assets among mutual funds, exchange-traded funds ("ETFs"), individual debt and equity securiti...
Current Hours
- Sun CLOSED
- Mon 9:30 AM - 4:00 AM
- Tue 9:30 AM - 4:00 AM
- Wed 9:30 AM - 4:00 AM
- Thu 9:30 AM - 4:00 AM
- Fri 9:30 AM - 4:00 AM
- Sat CLOSED
-
Wed 9:30 AM - 4:00 AMOPEN NOW
- Location TypeNA
- Opening Date1991
- Annual Revenue Estimateunknown
- SIC Code show
- Employeesunknown
- Contactsshow
- Investment Adviser Representative, CERTIFIED FINANCIAL PLANNER Mark Herman
- Phone 231-929-9300
- Email [email protected]
- Fax 231-929-9301
- Assistant Shawna Herman-Howell
- Phone 231-929-9300
- Email [email protected]
- Fax 231-929-9301
- Investment Adviser Representative William Flynn
- Phone 231-929-9300
- Email [email protected]
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