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Building 2UPTOWN CAPITAL ADVISORS

Map pinDALLAS, TX
Phone214-628-9508
NotebookSEC #801-132876
Total AUM
$153.8M
Employees
2
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2911 TURTLE CREEK BLVD
SUITE 1100
DALLAS
TX 75219
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
214-628-9508

ReceiptFinancials

Total AUM
$153.8M
Accounts
250
Discretionary
$153.8M
Accounts
250
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$11.6M
HNW Individual Clients
92
AUM
$137.1M
Charitable Organization Clients
4
AUM
$5.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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