UPSIDE FINANCIAL, LLC
CRD #164816 SEC #801-78119 SAN FRANCISCO, CA 888-506-1850
SEC Registered Broker-Dealer
Total AUM
$663.3K
Discretionary
$0
Employees
2
Clients
--
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $663.3K | $0 | $663.3K | 2 | 11 |
| Feb 2014 | $663.3K | $0 | $663.3K | 2 | 11 |
DateMar 2014
Total AUM$663.3K
Discretionary$0
Non-Disc.$663.3K
Employees2
Clients11
DateFeb 2014
Total AUM$663.3K
Discretionary$0
Non-Disc.$663.3K
Employees2
Clients11