Upwelling Capital Group LLC
Upwelling Capital Group LLC (CRD# 164653) is a financial advisory firm headquartered in Davis, CA. They manage $3,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$3,000,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Joncarlo Mark (CRD# 6249625) is an Investment Advisor Representative working at Upwelling Capital Group LLC in Davis, CA and has over 3 years of experience in the finance industry.