Assets Under Management
$186.6M
Number of Clients
208
Number of Advisors
2
Average Client AUM
$897K
AUM per Advisor
$93.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Up Capital Management, Inc. offers asset management services through the Up Management Program and Up Management Portfolios Program. They also provide financial planning, consulting, and retirement plan services to individuals and businesses. Fees are negotiable and based on assets or a fixed/hourly rate.
TX, United States