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Home > Retirement Planners > texas > nacogdoches > UPTICK PARTNERS, LLC
UPTICK PARTNERS, LLC
777 East Austin
Nacogdoches, Texas 75965
Tel: (936) 800-0800
About UPTICK PARTNERS, LLC
UPTICK PARTNERS, LLC, formally registered with the SEC as UPTICK PARTNERS, LLC. The firm was established in 01/20/2023. They have over 4 offices throughout the country.
UPTICK PARTNERS, LLC is a Nacogdoches, Texas based Financial Planning firm with nearly $688,095,249 assets under management, offering retirement planning & investment advisory services to 2583 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324250 |
| SEC# | 801-127235 |
| Assets Managed by Firm | $688,095,249 |
| No. of Clients | 2583 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2583 | $688,095,249 |
| Individuals (other than high net worth individuals) | 443 | $141,962,570 |
| High net worth individuals | 270 | $544,232,948 |
| Charitable organizations | 3 | $601,420 |
| Corporations or other businesses | 1 | $1,298,311 |
More Retirement Planning firms in Nacogdoches, Texas:
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
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