Up North Financial

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

223 E State St Ste 200, Traverse City, M...

Phone Number

(231) 929-9300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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About Up North Financial

Up North Financial, LLC is a Northern Michigan-based financial services company featuring the flexability and accountability of a certified registered investment advisor.Explore more
Up North Financial's Social MediaPopular SearchesUp North FinancialUp North Financial LLCNorth FinancialNorth Investment ClubUp North Financial® LLCSIC Code 62,628NAICS Code 52,523Show more

Up North Financial Org Chart

PhoneEmail
MH
United States flag for contact location.

Manager, Cpf, Investment

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Up North Financial

<$5M
1-10
Private
-
2009
MH
Mark HermanManager, Cpf, Investment
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
1-10
Private
-
2007
JO
Jamie O'CainManager, Operations
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Up North Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Up North Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Up North Financial.

Up North Financial Tech Stack

A closer look at the technologies used by Up North Financial

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Frequently Asked Questions Regarding Up North Financial

What is Up North Financial's official website?
Up North Financial's official website is www.upnorthfinancial.biz
What is Up North Financial's Revenue?
Up North Financial's revenue is <$5 Million
What is Up North Financial's SIC code?
Up North Financial's SIC: 62,628
What is Up North Financial's NAICS code?
Up North Financial's NAICS: 52,523
How many employees does Up North Financial have?
Up North Financial has 1-10 employees
What industry does Up North Financial belong to?
Up North Financial is in the industry of: Finance, Securities Trading
What is Up North Financial competition?
Up North Financial top competitors include: Yeomans Consulting Group, Stabler Wealth Management, Holliger Financial Consultants, Schneider Wealth Strategies
What technology does Up North Financial use?
Some of the popular technologies that Up North Financial uses are: Proofpoint, Microsoft 365, Microsoft Exchange Online
How do I contact Up North Financial?
Up North Financial contact info: Phone number: (231) 929-9300 Website: www.upnorthfinancial.biz
What does Up North Financial do?

Up North Financial, LLC is a Northern Michigan-based financial services company featuring the flexability and accountability of a certified registered investment advisor.... Read More

What are Up North Financial social media links?
Up North Financial Linkedin page
Is Up North Financial a public company?
Up North Financial is private company therefore does not currently have an official ticker symbol
See more information about Up North Financial

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