Up Fintech Asset Management

Up Fintech Asset Management (CRD# 285915) is a financial advisory firm headquartered in Newtown Square, PA. They manage $3,080,191 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
18 Campus Boulevard, Suite 100, Newtown Square, PA 19073
https://www.upfintecham.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $440,027
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Up Fintech Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
David Foulke, financial advisor Newtown Square PA
David P. Foulke
CRD#: 2721529
3803 West Chester Pike, Suite 215, Newtown Square, PA 19073

David Foulke (CRD# 2721529) is an Investment Advisor Representative working at Up Fintech Asset Management in Newtown Square, PA and has over 27 years of experience in the finance industry.

2
Yang Xu, financial advisor Newtown Square PA
Yang Xu
CRD#: 6316689
3803 West Chester Pike, Suite 215, Newtown Square, PA 19073

Yang Xu (CRD# 6316689) is an Investment Advisor Representative working at Up Fintech Asset Management in Newtown Square, PA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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