UPTOWN FINANCIAL ADVISORS LLC
Doing business as UPTOWN CAPITAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$153,813,197
Discretionary
$153,813,197
Non-discretionary
$0
Firm details
- CRD number
- 171401
- SEC file number
- 801-132876
- Main office
- DALLAS, TX, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.UPTOWNCAPITAL.COM
- Fee structure
-
Percentage of AUM
As of October 2026.