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).

Current Firm Details
341 Lincoln Street, Roseville, CA 95661
https://twitter.com/upcapitalmgmt
By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    329
    ACCOUNTS
  • Average Account Value
    $574,426
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 Bayer, financial advisor Roseville CA
Anton J. Bayer
CRD#: 1043657
341 Lincoln Street, Roseville, CA 95661

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.

2
Nyle Bayer, financial advisor Roseville CA
Nyle B. Bayer
CRD#: 5790764
341 Lincoln Street, Roseville, CA 95661

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.

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