Up Capital Management, Inc.
Up Capital Management, Inc. (CRD# 164692) is a financial advisory firm headquartered in Roseville, CA. They manage $188,986,315 in 329 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management189MILLION
Total Number of Accounts329ACCOUNTS
Average Account Value$574,426
- 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
CA, NH, TX
Anton Bayer (CRD# 1043657) is an Investment Advisor Representative working at Up Capital Management, Inc. in Roseville, CA and has over 36 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 Roseville, CA and has over 7 years of experience in the finance industry.