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Taylor Pankratz

UPTICK PARTNERS, LLC·NACOGDOCHES, Texas
Clean recordUPTICK PARTNERS, LLC
777 EAST AUSTIN, NACOGDOCHES, TX 75965CRD# 6508529Firm CRD# 324250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Taylor Pankratz · NACOGDOCHES, TX
Registration
CRD #6508529 · UPTICK PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Taylor Pankratz is a registered financial advisor based in NACOGDOCHES, Texas, affiliated with UPTICK PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
UPTICK PARTNERS, LLC
UPTICK PARTNERS, LLC
AUM
$399M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at UPTICK PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6508529
Firm CRD# 324250
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Taylor Pankratz offer?
Taylor Pankratz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NACOGDOCHES, Texas for a consultation.
What are Taylor Pankratz's credentials?
Taylor Pankratz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Taylor Pankratz located?
Taylor Pankratz is based in NACOGDOCHES, Texas, working with UPTICK PARTNERS, LLC. Their office serves clients in the NACOGDOCHES metropolitan area and surrounding communities.
How does Taylor Pankratz charge for services?
Taylor Pankratz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UPTICK PARTNERS, LLC?
UPTICK PARTNERS, LLC has approximately 6 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UPTICK PARTNERS, LLC

Jason Michael Barber
NACOGDOCHES, TX
Steven Wayne Barber
NACOGDOCHES, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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