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UP FINTECH ASSET MANAGEMENT
NEWTOWN SQUARE, PA
480-631-4700
SEC #801-114105Total AUM
$1.5M
Employees
2Clients
3Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
18 CAMPUS BOULEVARD
SUITE 100
NEWTOWN SQUARE
PA 19073
United States
SUITE 100
NEWTOWN SQUARE
PA 19073
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
480-631-4700
Financials
Total AUM
$1.5M
Accounts
4Discretionary
$1.5M
Accounts
4Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
3AUM
$1.5M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
PA
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.