Upwelling Capital Group LLC
Upwelling Capital Group LLC (CRD# 164653) is a financial advisory firm headquartered in Davis, CA. They manage $115,174,062 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Upwelling Capital Group LLC
By the Numbers
-
Total Assets Under Management115MILLION
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$28,793,516
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Upwelling Capital Group LLC
No Advisor Found.
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