UPWELLING CAPITAL GROUP LLC
Tel: 530-758-7888 2820 5th St. Davis, California 95618
About UPWELLING CAPITAL GROUP LLC
UPWELLING CAPITAL GROUP LLC is a Davis, California based financial advisory firm with nearly $115,174,062 in assets under management and provides investment advisory services for 4 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
164653
Firm SEC#:
801-127905
Assets Under Management:
$115,174,062
No. of Clients:
4
Advisory Services Provided:
Portfolio management for pooled investment vehicles, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops, Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES)
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