1up Financial Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 319193
- Website
- 1upadvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
1up Financial Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and combines advisory work with accounting services. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor, a capital allocator, a pension consultant, or a multi-state adviser in the available data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents54%
- Public Funds/Mutual Funds46%
Contacts
1 of 1
Ryan Bannister
FounderCRD 7512751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations