UP FINANCIAL USA INC.
SEC Form ADV profile.
Total regulatory AUM
$4,128,508
Discretionary
$4,128,508
Non-discretionary
$0
Firm details
- CRD number
- 326602
- SEC file number
- 801-128140
- Main office
- CALGARY, ALBERTA, Canada
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.