UP CAPITAL MANAGEMENT, INC.

2 registered advisors·CRD# 164692
SEC# 801-795031916-520-6420
01

Firm Overview

AUM
$177M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UP CAPITAL MANAGEMENT, INC.

2 registered advisors
Anton James Bayer
ROSEVILLE, California
Nyle Bronson Bayer
ROSEVILLE, California
05

Office Locations

ROSEVILLE, California
2 advisors

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Data sourced from SEC Form ADV filings. UP CAPITAL MANAGEMENT, INC. (CRD# 164692) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.