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).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $3,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Upwelling Capital Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joncarlo R. Mark
CRD#: 6249625
2800 5th St., Suite 120, Davis, CA 95618
68
Wealthminder
score

Joncarlo Mark (CRD# 6249625) is an Investment Advisor Representative working at Upwelling Capital Group LLC in Davis, CA and has over 2 years of experience in the finance industry.

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