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Building 2UPWELLING CAPITAL GROUP LLC

Map pinDAVIS, CA
Phone530-758-9888
NotebookSEC #801-78690
Total AUM
$8M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 D STREET
DAVIS
CA 95616
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
530-758-9888

ReceiptFinancials

Total AUM
$8M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$8M
Accounts
1

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
CA

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

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