This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-06-2018
- Office Locations
- 1
Office Locations
About Uplift Investing, INC
Uplift Investing, Inc. is an independently owned California-registered RIA providing holistic wealth planning, retirement savings strategy, and customized portfolio management. The firm emphasizes portfolio construction and asset allocation, with a strong ETF-oriented approach and custody via Interactive Brokers. Notably, it is certified women-owned, holds an FSA credential, and hosts a monthly 30-minute community Q&A session.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SYLPHIEL YIP
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6386103
- 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 | $5,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,500,000 | -- |
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 % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing