Unclaimed Profile

Anton James Bayer

UP CAPITAL MANAGEMENT, INC.·ROSEVILLE, California

Clean recordUP CAPITAL MANAGEMENT, INC.

341 LINCOLN STREET, ROSEVILLE, CA 95661CRD# 1043657Firm CRD# 164692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anton James Bayer · ROSEVILLE, CA

Registration

CRD #1043657 · UP CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Anton James Bayer is a registered financial advisor based in ROSEVILLE, California, affiliated with UP CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

UP CAPITAL MANAGEMENT, INC.

AUM

$177M

Regulatory assets under management

Employees

Total firm employees

View all advisors at UP CAPITAL MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1043657

Firm CRD# 164692

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anton James Bayer offer?

Anton James Bayer specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, California for a consultation.

What are Anton James Bayer's credentials?

Anton James Bayer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anton James Bayer located?

Anton James Bayer is based in ROSEVILLE, California, working with UP CAPITAL MANAGEMENT, INC.. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does Anton James Bayer charge for services?

Anton James Bayer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UP CAPITAL MANAGEMENT, INC.?

UP CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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