AdvisorOS Directory
Claim Profile
AB

Anton James Bayer

UP CAPITAL MANAGEMENT, INC.·ROSEVILLE, California
Unclaimed Profile
341 LINCOLN STREET, ROSEVILLE, CA 95661CRD# 1043657Firm CRD# 164692
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UP CAPITAL MANAGEMENT, INC.
UP CAPITAL MANAGEMENT, INC.
AUM
$177M
Regulatory assets under management
Employees
3
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1043657
Firm CRD# 164692
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROSEVILLE?

Browse all registered financial advisors in ROSEVILLE, California or claim this profile if it's yours.

Browse ROSEVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ROSEVILLE
Renee Louise Morrison — EMPYRION WEALTH MANAGEMENT, INC.Allan Charles Henriques — SMART INVESTORLouis Joaquin Barrientos — FC360 WEALTH MANAGEMENT, INC.Heidi Rae Davis — TMFS SACRAMENTO LLCCatherine Frances Steigerwald — LEGACY CAPITAL MANAGEMENT INC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile