Uptown Capital Advisors

  • Investment Bank/Securities Brokerage
  • Dallas TX
  • 3 employees
  • Investment Management
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Company Overview

Headquarters
2911 Turtle Creek Blvd., Ste. 1100, Dallas TX
Website
uptowncapital.com
Phone
(214) 628-9508
Employees
3
Founded in
2014
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$3B

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Who is Uptown Capital Advisors

Uptown Capital Advisors is a Registered Investment Advisor based in Dallas, Texas. The firm, which employs 5 to 9 people, generates an annual revenue of $2.5 million. Uptown Capital Advisors is dedicated to providing clients with low-cost, tax-efficient investment solutions designed to simplify their financial lives. The company constructs customized, diversified investment portfolios primarily utilizing Exchange-Traded Funds (ETFs). Their asset allocation strategies are tailored to minimize risk while aligning with each client's individual long-term investment objectives. Uptown Capital Advisors aims to provide consistent, transparent, and unbiased investment advice to its clientele. Uptown Capital Advisors differentiates itself through its commitment to low-cost, tax-efficient investment strategies. Their focus on ETFs and customized portfolio construction allows them to cater to a wide range of client needs and risk tolerances. The firm emphasizes transparency and unbiased advice, building trust and long-term relationships with its investors. Clients interested in learning more about Uptown Capital Advisors' services can visit the company's website at www.uptowncapital.com.

Uptown Capital Advisors Industry Tags

Wealth Management
Investment Advice
Financial Planning
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FAQ

What is the location of Uptown Capital Advisors's headquarters?
The headquarters of Uptown Capital Advisors are situated at 2911 Turtle Creek Blvd., Ste. 1100, Dallas TX
What is Uptown Capital Advisors's phone number?
Uptown Capital Advisors's contact number is (214) 628-9508.
What is Uptown Capital Advisors's official website?
The official website of Uptown Capital Advisors can be found at uptowncapital.com.
What is Uptown Capital Advisors's current revenue?
As of February 2019, Uptown Capital Advisors's annual revenue reached $3B.
How many employees does Uptown Capital Advisors currently have?
Uptown Capital Advisors employs approximately 3+ people as of February 2019
Which industries is Uptown Capital Advisors primarily operating in?
Uptown Capital Advisors operates in the following industries: Investment Management
What are Uptown Capital Advisors's industry tags?
Uptown Capital Advisors's industry tags include: Wealth Management, Investment Advice, Financial Planning
When was Uptown Capital Advisors founded?
Uptown Capital Advisors was founded in 2014.

Employee Directory

Key Employees

Kemp Sawers

President

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