Nyle
Bayer
Up Capital Management, Inc
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About this Advisor
Nyle Bayer is a financial advisor operating in Roseville, California who has 8 years of industry experience. Bayer is on the advisory team at Up Capital Management, Inc. Over the course of their career, they have held roles at Up Capital Management, Inc, Financial Time Traveler, Inc and Helios Quantitative Research, LLC. Bayer maintains a Series 65 license, qualifying them as an investment advisor representative, and can operate in California. Up Capital Management, Inc is a financial advisory business that has its headquarters in Roseville, CA. The investment advisory business has offices in three locations and just four advisors. It handles $189 million in assets between its 329 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 329 accounts, 71% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and other services. Fees charged by financial advisors largely vary depending on the services offered. Fee types billed by Up Capital Management, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Up Capital Management, Inc Brokerage Details
$188,986,315
4
329
$574,426
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Other
Nyle Bayer Work History
Nyle has been registered as a financial advisor for 8 years.*
Helios Quantitative Research, LLC
Up Capital Management, Inc
Financial Time Traveler, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nyle Bayer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Up Capital Management, Inc
Roseville, CA
Roseville, CA
Roseville, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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