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Building 2UPTICK PARTNERS, LLC

Map pinNACOGDOCHES, TX
Phone(936) 800-0800
NotebookSEC #801-127235
Total AUM
$1.1B
Employees
25
Clients
1,139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 EAST AUSTIN
NACOGDOCHES
TX 75965
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(936) 800-0800
Other Offices
6

ReceiptFinancials

Total AUM
$1.1B
Accounts
3,886
Discretionary
$1.1B
Accounts
3,886
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
760
AUM
$276.4M
HNW Individual Clients
375
AUM
$784.4M
Charitable Organization Clients
3
AUM
$661.2K
Corporation or Business Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAILKSLAMONHNYOKSCTNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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