David James Upson
Vice President & Portfolio ManagerGeovest Advisors IncCRD 864464
About David James Upson
David James Upson is listed as Vice President & Portfolio Manager at Geovest Advisors Inc in Fairport, NY. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Geovest Advisors Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David James Upson work?
David James Upson is listed as Vice President & Portfolio Manager at Geovest Advisors Inc on SEC Form ADV.
How much of Geovest Advisors Inc does David James Upson own?
Form ADV reports a beneficial ownership band of 25-50%.
Geovest Advisors Inc
| Title | Vice President & Portfolio Manager |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1990 |