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Building 2UP CAPITAL MANAGEMENT, INC.

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Phone916-520-6420
NotebookSEC #801-79503
Total AUM
$212.6M
Employees
4
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
916-520-6420
Other Offices
1

ReceiptFinancials

Total AUM
$212.6M
Accounts
420
Discretionary
$160.5M
Accounts
411
Non-Discretionary
$52M
Accounts
9

ContactClients

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Individual Clients
105
AUM
$38.9M
HNW Individual Clients
43
AUM
$93M
Pension/Profit Sharing Plan Clients
13
AUM
$59.9M
Charitable Organization Clients
1
AUM
$10M
Corporation or Business Clients
6
AUM
$10.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
SEMINARS AND WORKSHOPS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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