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Upper 90 Investment Advisors

Headquartered in BEND, OR

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Firm Information

Upper 90 Investment Advisors is an investment advisor firm with $36,655,000 in regulatory assets under management. The firm manages portfolios for individuals, with a focus on high-net-worth clients. They manage a total of 17 accounts, including 9 discretionary accounts.

Upper 90 Investment Advisors

$36.66M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

UPPER 90 INVESTMENT ADVISORS has a total of 1 branch locations across the country.
location

Bend, OR

Advisors at Upper 90 Investment Advisors

View All 1 Advisors
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Douglas Stephen Hinds

RA

Bend, OR

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Disclosures

There are no public disclosures for Upper 90 Investment Advisors.

Frequently Asked Questions (7)

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