Up&Up Capital, Inc.
Firm details
- Headquarters
- Glendale, California
- CRD number
- 315567
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Up&Up Capital, Inc. is an independent, California state-registered advisory firm organized as a corporation and owned by an individual. The firm focuses on serving individuals and families, providing financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its client billing mixes percentage-of-AUM fees with hourly charges and fixed fees. Up&Up does not identify as an active ESG investor and does not operate as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities48%
- Cash & Cash Equivalents48%
- Derivatives2%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glendale, CA
Los Angeles
Location
Glendale, CA
Headquartered in Glendale, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 127 S Brand Blvd
- Time zone
- PT (UTC-8)
- Office locations
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