UPSIDE FINANCIAL, LLC
CRD #173084 SEC #801-78119 CHICAGO, IL 312-827-2800
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
0
Clients
--
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $0 | $0 | $0 | 0 | 0 |
| Oct 2015 | $0 | $0 | $0 | 1 | 0 |
| Apr 2015 | $2.3M | $0 | $2.3M | 2 | 26 |
| Oct 2014 | $921.6K | $921.6K | $0 | 2 | 11 |
| Sep 2014 | $921.6K | $0 | $921.6K | 2 | 11 |
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2015
Total AUM$2.3M
Discretionary$0
Non-Disc.$2.3M
Employees2
Clients26
DateOct 2014
Total AUM$921.6K
Discretionary$921.6K
Non-Disc.$0
Employees2
Clients11
DateSep 2014
Total AUM$921.6K
Discretionary$0
Non-Disc.$921.6K
Employees2
Clients11