UPRIGHT FINANCIAL CORP

2 registered advisors·CRD# 107303
SEC# 801-383400973-533-1818
01

Firm Overview

AUM
$63M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Commissions
Performance-based fees
Other: PACKAGE FEE
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at UPRIGHT FINANCIAL CORP

2 registered advisors
Carol Jou
LIVINGSTON, New Jersey
Yowshang David Chiueh
LIVINGSTON, New Jersey
05

Office Locations

LIVINGSTON, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. UPRIGHT FINANCIAL CORP (CRD# 107303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.