U
$12.4M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-08-2022
- Office Locations
- 1
Office Locations
-- Simpsonville SC
About Upstate Financial Planning, LLC
Upstate Financial Planning, LLC is a Simpsonville-based RIA. The firm has been operating for 4 years. Managing $12.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$12.4M AVG AUM / ADVISOR
$376.1K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRISTOPHER RYAN PREISIG
Chief Compliance Officer, Managing Member
- CRD
- #6455091
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,210,555 | -- |
| Non-Discretionary | $1,200,000 | -- |
| Total | $12,410,555 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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