UP FINTECH ASSET MANAGEMENT - Financial Advisor in Pennsylvania, Newtown Square

Tel: 480-631-4700 18 Campus Boulevard Suite 100 Newtown Square, Pennsylvania 19073

About UP FINTECH ASSET MANAGEMENT

UP FINTECH ASSET MANAGEMENT is a Newtown Square, Pennsylvania based financial advisory firm with nearly $3,080,191 in assets under management and provides investment advisory services for 7 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

285915

Firm SEC#:

801-114105

Assets Under Management:

$3,080,191

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Pennsylvania, Newtown Square

FirmCRD#:157049

SEC#:801-73844

No. of Advisors:78

No. of Clients:24

AUM:$3,505,508,158

FirmCRD#:108893

SEC#:801-45536

No. of Advisors:35

No. of Clients:1730

AUM:$2,459,101,392

FirmCRD#:158719

SEC#:801-72677

No. of Advisors:96

No. of Clients:9

AUM:$1,784,049,000

FirmCRD#:152430

SEC#:801-70908

No. of Advisors:17

No. of Clients:3636

AUM:$1,559,189,717

FirmCRD#:170052

SEC#:801-79182

No. of Advisors:10

No. of Clients:2337

AUM:$799,939,434

FirmCRD#:294346

SEC#:801-114040

No. of Advisors:17

No. of Clients:3

AUM:$527,831,000

FirmCRD#:324623

SEC#:801-127355

No. of Advisors:11

No. of Clients:3

AUM:$331,534,003

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

GRAHAM PARTNERS, INC.

157049

801-73844

$3,505,508,158

LOGAN CAPITAL MANAGEMENT, INC.

108893

801-45536

1730

$2,459,101,392

EQUUS CAPITAL PARTNERS, LTD.

158719

801-72677

$1,784,049,000

NEWSQUARE CAPITAL, LLC

152430

801-70908

3636

$1,559,189,717

CONCENTUS WEALTH ADVISORS

170052

801-79182

2337

$799,939,434

ARCHEAN CAPITAL PARTNERS II, L.L.C.

294346

801-114040

$527,831,000

CAMBRIAN CAPITAL MANAGEMENT, L.L.C.

324623

801-127355

$331,534,003

Explore More Financial Advisor Firms in Newtown Square, Pennsylvania >>