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UPAL / United Professionals Assoc. Ltd.

EST. AUM
$79,494,838

CONTACTS

CLIENT ACCOUNTS
132

Firm Details

Metro area Tulsa
CRD Number 117509
Website upal.com
Client types

Overview

Utica Physicians' Association, Ltd. (doing business as UPAL or United Professionals Assoc. Ltd.) is a U.S.-based registered investment adviser headquartered in Tulsa, Oklahoma. Established in 1985, the firm primarily serves individual and high-net-worth clients by providing portfolio management and financial planning services. With approximately $83 million in regulatory assets under management, all managed on a non-discretionary basis, the firm emphasizes personalized advisory solutions. UPAL operates with a small team of six employees, including two advisory professionals. The firm generates revenue primarily through asset-based fees and focuses on long-term investment strategies tailored to client needs and financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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