Up Capital Management, Inc.
Up Capital Management, Inc. (CRD# 164692) is a financial advisory firm headquartered in Granite Bay, CA. They manage $159,266,156 in 224 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management159MILLION
Total Number of Accounts224ACCOUNTS
Average Account Value$711,010
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Anton Bayer (CRD# 1043657) is an Investment Advisor Representative working at Up Capital Management, Inc. in Granite Bay, CA and has over 30 years of experience in the finance industry. Anton Bayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nyle Bayer (CRD# 5790764) is an Investment Advisor Representative working at Up Capital Management, Inc. in Granite Bay, CA and has 1 year of experience in the finance industry.