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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