UPSTATE ADVISORS GROUP
Legal name: UPSTATE FINANCIAL SERVICES
CRD #135107 SEC #801-64221 SYRACUSE, NY 315-476-9989
SEC Registered
Total AUM
$3.9M
Discretionary
$0
Employees
5
Clients
26
Accounts
67
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2007 | $4M | $0 | $4M | 5 | -- |
| Sep 2007 | $4M | $0 | $4M | 5 | -- |
| Mar 2007 | $3.9M | $0 | $3.9M | 5 | -- |
| Jan 2006 | $3.9M | $0 | $3.9M | 5 | -- |
| Jun 2005 | $3.9M | $0 | $3.9M | 5 | -- |
| May 2005 | $3.9M | $0 | $3.9M | 5 | -- |
DateSep 2007
Total AUM$4M
Discretionary$0
Non-Disc.$4M
Employees5
Clients--
DateSep 2007
Total AUM$4M
Discretionary$0
Non-Disc.$4M
Employees5
Clients--
DateMar 2007
Total AUM$3.9M
Discretionary$0
Non-Disc.$3.9M
Employees5
Clients--
DateJan 2006
Total AUM$3.9M
Discretionary$0
Non-Disc.$3.9M
Employees5
Clients--
DateJun 2005
Total AUM$3.9M
Discretionary$0
Non-Disc.$3.9M
Employees5
Clients--
DateMay 2005
Total AUM$3.9M
Discretionary$0
Non-Disc.$3.9M
Employees5
Clients--