Up Capital Management, Inc.
Roseville, California
5.0
12 Reviews
Up Capital Management, Inc. is a distinguished investment advisory firm headquartered in Roseville, CA. With over 60 individual clients and an impressive $188,986,000 in assets under management, they have established themselves as a trusted partner in wealth management. With four offices strategically located, Up Capital Management, Inc. caters to a diverse clientele across the region. Focusing on discretionary management, Up Capital oversees a substantial 56% of the assets they handle, with a particular emphasis on high net worth individuals. Their compensation structure is flexible, offering various options such as a percentage...
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Assets Under Mgmt

$188.99M

Investment Professionals

2

Locations

3

% 401K & Individual

4%

% Discretionary

56%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Publication of periodicals or newsletters
Other: SEMINARS AND WORKSHOPS
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