Up Capital Management, Inc.
Up Capital Management, Inc. (CRD# 164692) is a financial advisory firm headquartered in Roseville, CA. They manage $177,335,051 in 320 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management177MILLION
-
Total Number of Accounts320ACCOUNTS
-
Average Account Value$554,172
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NH, TX
Financial Advisors at Up Capital Management, Inc.
1
Anton Bayer (CRD# 1043657) is an Investment Advisor Representative working at Up Capital Management, Inc. in Bulverde, TX and has over 37 years of experience in the finance industry.
2
Nyle Bayer (CRD# 5790764) is an Investment Advisor Representative working at Up Capital Management, Inc. in Bulverde, TX and has over 8 years of experience in the finance industry.
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