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UPWELLING CAPITAL GROUP LLC

Tel: 530-758-7888
2820 5th St.
Davis, California  95618

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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

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 FE

Firm CRD#:

164653

SEC#:

801-127905

No. of Clients:

4

Assets under Management

$115,174,062

No. of Advisors:

7

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