UPWELLING CAPITAL GROUP LLC

DAVIS, California·3 registered advisors·CRD# 164653
SEC# 801-1279050530-758-7888
01

Firm Overview

AUM
$115M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: LIQUIDATION MANAGEMENT FEE
03

Specialties

Retirement Planning
04

Advisors at UPWELLING CAPITAL GROUP LLC

3 registered advisors
Jami Denise Rubin-Mark
DAVIS, California
Joncarlo Ruben Mark
DAVIS, California
Robert P Rakowski
DAVIS, California
05

Office Locations

DAVIS, California
3 advisors

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Data sourced from SEC Form ADV filings. UPWELLING CAPITAL GROUP LLC (CRD# 164653) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.