UPWELLING CAPITAL GROUP LLC - Financial Advisor in California, Davis

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:

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (LIQUIDATION MANAGEMENT FEE)

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