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Building 2UP FINANCIAL USA INC.

Map pinCALGARY, ALBERTA
Phone587-316-4070
NotebookSEC #801-128140
Total AUM
$4.1M
Employees
5
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
396 11TH AVE SW
SUITE 1020
CALGARY, ALBERTA
T2R-0C5
Canada
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
587-316-4070

ReceiptFinancials

Total AUM
$4.1M
Accounts
14
Discretionary
$4.1M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$855.7K
HNW Individual Clients
1
AUM
$3.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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