Benjamin Upward

from Azimuth Capital Management
SEC regulated
Regulated Investment Advisor
Benjamin Upward is a financial advisor based in Michigan, Bloomfield Hills, with 12 years of experience. Benjamin currently works for Azimuth Capital Management. Benjamin maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Benjamin Upward works at Azimuth Capital Management
Azimuth Capital Management is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $2,853,254,809 of assets under management and employs about 22 people. Azimuth Capital Management uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with our affiliates ftcs and frs.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
8 years
Fee structure
A percentage of assets under your management, fixed fees and revenue sharing with our affiliates ftcs and frs
Office location
200 East Long Lake Road, Suite 160, Bloomfield Hills, Michigan, 48304

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