UP CAPITAL MANAGEMENT, INC.

341 Lincoln Street
Roseville, California 95661
Tel: 916-520-6420

About UP CAPITAL MANAGEMENT, INC.

UP CAPITAL MANAGEMENT, INC, formally registered with the SEC as UP CAPITAL MANAGEMENT, INC. The firm was established in 04/14/2014. They have over 3 offices throughout the country.

UP CAPITAL MANAGEMENT, INC. is a Roseville, California based Financial Planning firm with nearly $188,986,315 assets under management, offering retirement planning & investment advisory services to 329 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164692
SEC#	801-79503
Assets Managed by Firm	$188,986,315
No. of Clients	329
No. of Advisors	4

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Publication of periodicals or Newsleters

Firm Client Information

	No. of Clients	AUM
Firm Total	329	$188,986,315
Individuals (other than high net worth individuals)	62	$6,878,692
High net worth individuals	149	$182,107,623

Inquire with UP CAPITAL MANAGEMENT, INC.

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