Yang
Xu
Up Fintech Asset Management
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About this Advisor
Yang Xu is a financial advisor based in Newtown Square, Pennsylvania, working with Up Fintech Asset Management. Yang has previously held positions at Alpha Architect And Empiritrage, Wealthn LLC, Up Fintech Holding Limited, and Quasar Distributors, LLC. Yang has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Yang 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 high-net-worth clients and offers services including 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
Services Offered
Fee Structure
Office Location
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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
Yang Xu Work History
Quasar Distributors, LLC
Up Fintech Holding Limited
Wealthn LLC
Alpha Architect And Empiritrage
Disclosures
Please visit the SEC profile of Yang Xu 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
The content in this profile was updated by SmartAsset on 6/19/2024. 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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