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Home > Retirement Planners > pennsylvania > newtown square > UP FINTECH ASSET MANAGEMENT
UP FINTECH ASSET MANAGEMENT
18 Campus Boulevard
Suite 100
Newtown Square, Pennsylvania 19073
Tel: 480-631-4700
About UP FINTECH ASSET MANAGEMENT
UP FINTECH ASSET MANAGEMENT, formally registered with the SEC as UP FINTECH ASSET MANAGEMENT. The firm was established in 10/08/2018. They have over 1 offices throughout the country.
UP FINTECH ASSET MANAGEMENT is a Newtown Square, Pennsylvania based Financial Planning firm with nearly $3,080,191 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285915 |
| SEC# | 801-114105 |
| Assets Managed by Firm | $3,080,191 |
| No. of Clients | 7 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $3,080,191 |
| High net worth individuals | 7 | $3,080,191 |
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