Upright Financial Corp
Upright Financial Corp (CRD# 107303) is a financial advisory firm headquartered in , . They manage $32,115,470 in 55 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management32MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$583,918
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
Yowshang Chiueh (CRD# 1758575) is an Investment Advisor Representative working at Upright Financial Corp in East Hanover, NJ and has over 19 years of experience in the finance industry. Yowshang Chiueh 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.
Ruixue Fan (CRD# 6759789) is an Investment Advisor Representative working at Upright Financial Corp in East Hanover, NJ and has 1 year of experience in the finance industry.