FIND A UPHORIZON, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 328256
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for UPHORIZON, LLC Comes From
Understanding the Statistics for UPHORIZON, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
10250 Constellation Blvd Suite 2300, Los Angeles, CA 90067
Mailing Address
13636 Ventura Blvd #268, Sherman Oaks, CA 91423
Firm Size
Small
Phone Number
(213) 657-8888
Established
California since 08/18/2023
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at UPHORIZON, LLC
EA
Elizabeth Marie Attanasio
RR
CRD#: 5325007
Location:
New York, NY 10004-2434
Company:
TRIVE NEW YORK LLC
Disclosures:
Experience:
16 years
EB
Eric Jason Beck
RR
CRD#: 4824373
Location:
Austin, TX 78701
Company:
HAVELI GLOBAL SECURITIES, LLC
Disclosures:
Experience:
21 years
ZW
Zhentao Wang
RR
CRD#: 7740723
Location:
Los Angeles, CA 90067
Company:
UPHORIZON, LLC
Disclosures:
Experience:
2 years
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