Utica Physicians' Association

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

6840 S Trenton Ave, Tulsa, Oklahoma, 741...

Phone Number

(918) 747-5585

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Utica Physicians' Association

UPAL is a Registered Investment Advisor based in Oklahoma, specializing in financial services and retirement planning for over 40 years. The company offers a range of products including 401(k) plans, IRAs, trusts, and personal investment accounts, catering primarily to healthcare professionals but also serving a broader clientele. UPAL provides educational resources and market insights to help clients navigate their financial futures. Their commitment is to guide members towards achieving a secure and prosperous retirement.Explore more
Utica Physicians' Association's Social MediaPopular SearchesUtica Physicians' Association LtdUtica Physicians Association LtdUPalUtica Physicians Associates LtdUPAL - Utica Physicians Association LtdSIC Code 62,628NAICS Code 52,523Show more

Utica Physicians' Association Org Chart

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Vice President & Controller & Investment Advi...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Utica Physicians' Associa...

<$5M
11-50
Private
-
1985
LL
Laura LumleyVice President & Controller & Investment Advisor & Representative
$9.8M
11-50
Private
-
2013
LG
Lisa GeiserDirector, Client Engagement & Senior Relationship Manager
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$8.1M
11-50
Private
-
2005
N/A
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
1993
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Utica Physicians' Association is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Utica Physicians' Association is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Utica Physicians' Association.

Utica Physicians' Association Tech Stack

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Frequently Asked Questions Regarding Utica Physicians' Association

What is Utica Physicians' Association's official website?
Utica Physicians' Association's official website is www.upal.com
What is Utica Physicians' Association's Revenue?
Utica Physicians' Association's revenue is <$5 Million
What is Utica Physicians' Association's SIC code?
Utica Physicians' Association's SIC: 62,628
What is Utica Physicians' Association's NAICS code?
Utica Physicians' Association's NAICS: 52,523
How many employees does Utica Physicians' Association have?
Utica Physicians' Association has 11-50 employees
What industry does Utica Physicians' Association belong to?
Utica Physicians' Association is in the industry of: Finance, Securities Trading
What is Utica Physicians' Association competition?
Utica Physicians' Association top competitors include: Summit Group Retirement Planners, SoundHaven Capital Management, Westex Investment Services, 401K Plan Services
What technology does Utica Physicians' Association use?
Some of the popular technologies that Utica Physicians' Association uses are: DocuSign, Cloudflare Website Optimization, Cloudflare CDN, Google Font API
How do I contact Utica Physicians' Association?
Utica Physicians' Association contact info: Phone number: (918) 747-5585 Website: www.upal.com
What does Utica Physicians' Association do?

UPAL is a Registered Investment Advisor based in Oklahoma, specializing in financial services and retirement planning for over 40 years. The company offers a range of products including 401(k) plans, IRAs, trusts, and personal investment accounts, catering primarily to healthcare professionals but also serving a broader clientele. UPAL provides edu... cational resources and market insights to help clients navigate their financial futures. Their commitment is to guide members towards achieving a secure and prosperous retirement.Read More

What are Utica Physicians' Association social media links?
Utica Physicians' Association Linkedin page Utica Physicians' Association Twitter page Utica Physicians' Association Facebook page
Is Utica Physicians' Association a public company?
Utica Physicians' Association is private company therefore does not currently have an official ticker symbol
See more information about Utica Physicians' Association

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