David
Foulke
Up Fintech Asset Management
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About this Advisor
David Foulke is a financial advisor based in Newtown Square, Pennsylvania, working with Up Fintech Asset Management. David has previously held positions at Alpha Architect And Empiritrage, Wealthn LLC, and Tradingfront, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, David is part of Up Fintech Asset Management, which operates out of Newtown Square, Pennsylvania. The firm has 8 employees and manages assets totaling $3.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Up Fintech Asset Management includes asset-based fees.
Certifications and Registrations
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Up Fintech Asset Management Brokerage Details
$3,080,191
8
7
$440,027
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Foulke Work History
Tradingfront, Inc
Wealthn LLC
Alpha Architect And Empiritrage
Disclosures
Please visit the SEC profile of David Foulke 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 Fintech Asset Management
Newtown Square, PA
Newtown Square, PA
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