$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-09-2021
- Office Locations
- 1
Office Locations
-- Huntington NY
About Upside LAB Advisors Inc.
Upside LAB Advisors Inc. is a Huntington-based RIA. The firm has been operating for 5 years. Managing $1.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$423.6K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ANDREW PETER O'CONNOR
Chief Compliance Officer, Financial Advisor, Owner, President
- CRD
- #2189035
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,694,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,694,200 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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