Uptown Partners Consulting

www.uptownpartnersconsulting.com

Uptown Partners Consulting works with Financial Advisors on the formation and management of their independent practices. We focus on firm formation and the required infrastructure necessary to run a successful practice. We have worked in both traditional and independent advisory firms and have experience with the following: • RIA Formation • Vendor Evaluation, Selection, and Management • Transition Management • Regulatory and Compliance Requirements • Firm Operations and Administration For additional information please visit out website or contact us directly: info@uptownpartners.com

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Uptown Partners Consulting works with Financial Advisors on the formation and management of their independent practices. We focus on firm formation and the required infrastructure necessary to run a successful practice. We have worked in both traditional and independent advisory firms and have experience with the following: • RIA Formation • Vendor Evaluation, Selection, and Management • Transition Management • Regulatory and Compliance Requirements • Firm Operations and Administration For additional information please visit out website or contact us directly: info@uptownpartners.com

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Country

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State

North Carolina

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City (Headquarters)

Charlotte

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Industry

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Employees

1-10

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Founded

2018

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