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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- QuantumHorizon +more
- Established Date
- 01-22-2025
- Office Locations
- 1
Office Locations
About ONE-UP Financial
One-Up Financial is an independent, commission-free fiduciary RIA in Erie, PA with CPA/CFP professionals integrating tax and financial planning. The team serves small business owners, retirees, and high-performing sales executives with investment management, retirement, tax, and estate planning, plus institutional work for 401(k) plans and endowments. Portfolios are primarily ETF-based and custody includes Charles Schwab.
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Owner & Executives
Eric Jeffrey Presogna
Chief Compliance Officer, Managing Partner
- CRD
- #7027100
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Janel Marie Bonsell
--
- CRD
- #8010226
Peter Matthew Eaglen
--
- CRD
- #8010224
Timber crest
Alpha catalyst
- CRD
- #81340
Showing 2 of 9 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,023,151 | -- |
| Non-Discretionary | $18,437,914 | -- |
| Total | $107,461,065 | -- |
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Separately Managed Accounts
Total SMA Asset: $107,461,065
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,929,041,685 | 43.5% |
| Equity - Exchange | $1,521,754,991 | 22.6% |
| Corporate - Investment Grade | $1,137,949,528 | 16.9% |
| U.S. Government/Agency | $1,144,682,958 | 17.0% |
| Total | $6,733,429,162 | 100.0% |