Upkeep Financial
Firm details
- Headquarters
- New York, New York
- CRD number
- 313221
- Website
- www.upsidetax.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Upkeep Financial operates as a limited liability company focusing on a range of advisory services, including financial planning and portfolio management for both individuals and small businesses, as well as larger institutions. The firm is structured to charge fees based on a percentage of assets under management, hourly charges, and fixed fees. While Upkeep Financial does not actively engage in ESG investing, it serves as a capital allocator, selecting various third-party advisers to enhance its investment offerings.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Andrew Donoghue
OwnerCRD 7343748
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 2 Gold St
- Time zone
- ET (UTC-5)
- Office locations
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