Uptown Capital Advisors
Uptown Capital Advisors (CRD# 171401) is a financial advisory firm headquartered in Dallas, TX. They manage $107,000,000 in 201 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management107MILLION
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Total Number of Accounts201ACCOUNTS
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Average Account Value$532,338
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Uptown Capital Advisors
1
Christopher Carrie (CRD# 4655871) is an Investment Advisor Representative working at Uptown Capital Advisors in Dallas, TX and has over 10 years of experience in the finance industry.
2
James Sawers (CRD# 6331584) is an Investment Advisor Representative working at Uptown Capital Advisors in Dallas, TX and has over 2 years of experience in the finance industry.
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