National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > ohio > cincinnati

UP FINTECH ASSET MANAGEMENT

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

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

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

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

Firm CRD#:

285915

SEC#:

801-114105

No. of Clients:

7

Assets under Management

$3,080,191

No. of Advisors:

8

More Financial Advisory Firms in Newtown Square, Ohio

More Firms in Newtown Square, Ohio >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.