Up Capital Management, Inc.

Up Capital Management, Inc. (CRD# 164692) is a financial advisory firm headquartered in Roseville, CA. They manage $177,335,051 in 320 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $554,172
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, TX

Financial Advisors at Up Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Anton J. Bayer
CRD#: 1043657
Bulverde, TX

Anton Bayer (CRD# 1043657) is an Investment Advisor Representative working at Up Capital Management, Inc. in Bulverde, TX and has over 37 years of experience in the finance industry.

2
Nyle B. Bayer
CRD#: 5790764
Bulverde, TX

Nyle Bayer (CRD# 5790764) is an Investment Advisor Representative working at Up Capital Management, Inc. in Bulverde, TX and has over 8 years of experience in the finance industry.

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