ONE-UP FINANCIAL

Overview

One-Up Financial operates as an independent registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee schedule combines percentage-of-AUM billing with fixed-fee engagements. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices