RIA Intel›Advisers›UPRIGHT FINANCIAL CORP

UPRIGHT FINANCIAL CORP

Advisory

N·

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$98M
1-Year AUM Growth
+16.9%
3-Year CAGR
-2.5%
Employees
2
Assets Under Management
Total AUM$98M
Discretionary AUM$98M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients42
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record30
First FilingMar 27, 2001
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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