UP FINTECH ASSET MANAGEMENT
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:
7
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
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