Upwelling Capital Group LLC

Upwelling Capital Group LLC (CRD# 164653) is a financial advisory firm headquartered in Davis, CA. They manage $115,174,062 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2820 5th St., Davis, CA 95618
http://upwellingcapital.com/
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $28,793,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Upwelling Capital Group LLC
No Advisor Found.

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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