Upmarket Securities LLC

Overview

Upmarket Securities LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2019. Ownership is listed as a combination of a domestic entity and an individual. In the available profile the firm is categorized as "unclassified" and is not identified as a capital allocator. FINTRX flags indicate it does not self-identify as an active ESG investor, is not a multi-state adviser, is not newly formed (for classification purposes), and is not listed as a pension consultant or related adviser. The firm has not provided descriptive detail about its client types, advisory or business activities, or fee structure in the source data, so there is limited visibility into its target clients, service model, or investment positioning.

Assets & Accounts

Location & Offices