Benjamin
Upward
Azimuth Capital Management
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About this Advisor
Benjamin Upward is a financial advisor based in Bloomfield Hills, Michigan, working with Azimuth Capital Management. Benjamin has previously held positions at Robinson Capital Management, LLC, Synchronicity Futures, LLC, Globalchain Partners, LLC, Globalchain Group, Inc, Trestle Point, LLC, Scapelogic, Synchronicity Investments LTD, Synchronicity Venture Fund Lp, Chainlogic Fund Lp, Totle Inc, Gecko Governance, Six Forks, and Azimuth Capital Management. Benjamin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Benjamin is part of Azimuth Capital Management, which operates out of Bloomfield Hills, Michigan. The firm has 23 employees and manages assets totaling $3.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Azimuth Capital Management includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Azimuth Capital Management Brokerage Details
$3,368,666,924
23
1,537
$2,191,716
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Benjamin Upward Work History
Azimuth Capital Management
Six Forks
Synchronicity Investments LTD
Synchronicity Venture Fund Lp
Globalchain Partners, LLC
Globalchain Group, Inc
Trestle Point, LLC
Scapelogic
Gecko Governance
Chainlogic Fund Lp
Totle Inc
Synchronicity Futures, LLC
Robinson Capital Management, LLC
Disclosures
Please visit the SEC profile of Benjamin Upward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Azimuth Capital Management
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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