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FORM CRS Summary.pdf

FORM-CRS-ADV-Part-3-Retail-Investor-2023.pdf
Preview of FORM CRS Summary
🔗 Source: upal.com
📊 Size: 147 KB
👤 Author: Kent Butcher
⬇️ Downloads: 117

Summary

Utica Physicians' Association Ltd. (UPAL) is a Registered Investment Adviser providing investment advisory services to retail investors, including determining needs, evaluating strategies, and making recommendations. Services include quarterly account monitoring, with no minimum account balance required. UPAL charges a monthly asset-based fee, and clients are responsible for third-party fees. The company's advisory representatives are compensated on a fixed monthly salary, minimizing conflicts of interest. UPAL has no legal or disciplinary history, and additional information can be found at www.adviserinfo.sec.gov/firm/brochure/117509.

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Description

Utica Physicians' Association Ltd.

Technical Information

  • File Format: PDF
  • File Size: 147 KB
  • Pages: 2
  • Language: EN
  • Author: Kent Butcher
  • Total Downloads: 117
  • Last Updated: 7 days ago

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