Company Management

UPSTREAM Investment Partners, LLC

Financial Services 72 employees ABOVE

Employees: 72
Contacts: 4
Emails: 4
Phones: 3

joinupstreamip.com LinkedIn

UPSTREAM Investment Partners, LLC Overview

Website: joinupstreamip.com
Industry: Financial Services
Employees: 72
Founded: 2010
Stock Symbol: ABOVE
Funding: 2
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Independent...but not alone.

About UPSTREAM Investment Partners, LLC

Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure.

UPSTREAM Investment Partners, LLC Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

UPSTREAM Investment Partners, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Lyle Schonberger, Mba	Private Wealth Management - Investment	Birmingham, Michigan, United States	Email Phone
Vincent Canzoneri	Private Wealth Manager and Financial	Austin, Texas, United States	Email Phone
Sam Green, Aif®	Private Wealth Manager at Upstream	Plano, Texas, United States	Email
Jon Holmes	Founding Partner @ Upstream Investment	Austin, Texas, United States	Email Phone