WebDec 31, 2024 · Greenup Street Wealth Management is a large advisory firm with 266 clients and discretionary assets under management (AUM) of $261,088,011 (Form ADV from 2024-12-02). Their last reported 13F filing for Q4 2024 included $239,783,676 in managed 13F securities and a top 10 holdings concentration of 50.98%. WebSince the Federal Reserve started raising interest rates, cracks have formed in the U.S. economy. Are these cracks merely cosmetic and easy to patch, or are…
Greenup Street Wealth Management LLC Raises Stake in Visa Inc.
WebDec 2, 2024 · GREENUP STREET WEALTH MANAGEMENT LLC CRD No. 311391 Michigan Last Form ADV Filed on 02 Dec 2024 Registration: SEC Summary Details Identifying Information CRD No. 311391 Latest Filing 02 Dec 2024 SEC No. 801-122080 Form of Organization Limited Liability Company Legal Domicile MI, United States … WebCurrent Firm: Greenup Street Wealth Management LLC Daniel Greulich (CRD# 5243352) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Ann Arbor, MI and has over 16 years of experience in the finance industry. Daniel Greulich has taken additional exams to become a Certified Financial Planner (CFP®). d1 scholarships
Retirement Planning and Financial Advice - GreenUp …
WebApr 14, 2024 · Greenup Street Wealth Management LLC cut its holdings in shares of JPMorgan Chase & Co. by 10.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 7,269 shares of the financial ... WebApr 14, 2024 · In other news, insider John Kent Walker sold 11,313 shares of the stock in a transaction dated Monday, January 23rd. The shares were sold at an average price of $100.00, for a total transaction of ... WebGreenUp Wealth Management helps investors realize their dreams & build personal wealth. Our planners walk you through customized and goal-based retirement plans, investment … Meet Your Team. Real advice, real people, and years of experience helping both … Main Office: 734-656-8121 Fax: 734-219-4374 Ann Arbor Office: 2723 S State St … Daniel brings 14 years of practical experience as a trader, financial advisor, … Kyle and his wife currently live in Kansas City with their dogs Yadi and Birdie. Kyle … Prior to joining GreenUp, Alex served as an advisor to clients, an advisor … Prior to joining GreenUp Wealth Management in October of 2024, Tony … bingle third party car insurance