Up North Financial, LLC

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 ...

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 securities, and certificates of deposits, in accordance with the investment objectives of the client. UNF also provides advice about any type of investment held in clients' portfolios. UNF also may render non-discretionary investment management services to clients relative to variable life/annuity products