U
CRD: 326602
UP Financial USA Inc.
Calgary, Alberta, T2R-0
(587) 316-4070
$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
5 Employees
0 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2023
- Office Locations
- 1
Office Locations
396 11th AVE SW Suite 1020 Calgary, Alberta --
About UP Financial USA Inc.
UP Financial USA Inc. is a Calgary, Alberta-based RIA. The firm has been operating for 3 years. Managing $4.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.1 yrs AVG TENURE
5 Employees
3 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
ELIJAH CODY KIRCHMAIER
Chief Compliance Officer, Consultant, DIRECTOR
- CRD
- #7729923
- Ownership
- Less than 5%
Available
Available
Available
N
NATHAN ARTHUR WOOD
Consultant, DIRECTOR
- CRD
- #7729925
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,128,508 | $294,893 |
| Non-Discretionary | $0 | -- |
| Total | $4,128,508 | $294,893 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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