Upspring Capital LLC

Upspring Capital LLC (CRD# 292010) is a financial advisory firm headquartered in Dallas, TX. They manage $61,934,206 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4141 Office Parkway, Dallas, TX 75204
http://www.upspringcapital.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $665,959
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • 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.

TX

Financial Advisors at Upspring Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Portnoy, financial advisor Dallas TX
David H. Portnoy
CRD#: 4628266
4141 Office Parkway, Dallas, TX 75204

David Portnoy (CRD# 4628266) is an Investment Advisor Representative working at Upspring Capital LLC in Dallas, TX and has over 21 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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