This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-24-2021
- Office Locations
- 1
Office Locations
About Up&up Capital, Inc.
Up&Up Capital is a fee-only advisory firm providing financial planning and investment planning—cash-flow/budgeting, retirement, education funding, risk and debt management, tax consultation, and estate/charitable strategies. The firm also offers divorce planning and periodic educational events. Portfolios are built via investment analysis and asset selection using vehicles such as ETFs and mutual funds, with Schwab as a custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Sevak Khachatoorian
Chief Compliance Officer, Market Analyst, President
- CRD
- #7401004
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,533 | -- |
| Non-Discretionary | $0 | -- |
| Total | $136,533 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing