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UPTICK PARTNERS, LLC
Tel: (936) 800-0800
777 East Austin Nacogdoches, Texas 75965
UPTICK PARTNERS, LLC
UPTICK PARTNERS, LLC is a Nacogdoches, Texas based financial advisory firm with nearly $688,095,249 in assets under management and provides investment advisory services for 2583 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
324250
SEC#:
801-127235
No. of Clients:
2583
Assets under Management
$688,095,249
No. of Advisors:
7
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