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UPTICK PARTNERS, LLC
UPTICK PARTNERS, LLC
NACOGDOCHES, Texas
·
3 registered advisors
·
CRD# 324250
SEC# 801-127235
2
(936) 800-0800
01
Firm Overview
AUM
$399M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at UPTICK PARTNERS, LLC
3 registered advisors
Jason Michael Barber
NACOGDOCHES, Texas
CRD# 5973780
Steven Wayne Barber
NACOGDOCHES, Texas
CRD# 2265413
Taylor Pankratz
NACOGDOCHES, Texas
CRD# 6508529
05
Office Locations
NACOGDOCHES, Texas
3 advisors
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Data sourced from SEC Form ADV filings. UPTICK PARTNERS, LLC (CRD# 324250) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.