Up Capital Management, Inc.
Up Capital Management, Inc. (CRD# 164692) is a financial advisory firm headquartered in Granite Bay, CA. They manage $137,190,502 in 232 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management137MILLION
Total Number of Accounts232ACCOUNTS
Average Account Value$591,338
- 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 31 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 over 2 years of experience in the finance industry.