Uplift Investing, Inc.

Uplift Investing, Inc. (CRD# 291364) is a financial advisory firm headquartered in , . They manage $2,217,309 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/upliftinvesting/?locale=ms_my
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $130,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Uplift Investing, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Sylphiel Yip, financial advisor San Rafael CA
Sylphiel Yip
CRD#: 6386103
San Rafael, CA

Sylphiel Yip (CRD# 6386103) is an Investment Advisor Representative working at Uplift Investing, Inc. in San Rafael, CA and has over 7 years of experience in the finance industry.

2
Ye Liu, financial advisor Orinda CA
Ye Liu
CRD#: 7473188
Orinda, CA

Ye Liu (CRD# 7473188) is an Investment Advisor Representative working at Uplift Investing, Inc. in Orinda, CA and has 1 year 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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