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DBA UPAL OR UNITED PROFESSIONALS ASSOC. LTD.
UTICA PHYSICIANS' ASSOCIATION, LTD.
CRD 117509
6840 SOUTH TRENTON AVENUE, TULSA, OK, 74136-4106, United States
Phone
918-747-5585
Fax
918-747-5596
Registration
— (—)
Source
State registered
Total AUM
$79.5M
Discretionary AUM
$0
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-07
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $7.7M |
| High net worth individuals | 30 | $71.8M |
All web addresses on file
Official SEC filing: View on IAPD