UPTICK PARTNERS, LLC of NACOGDOCHES, TX is an SEC-registered investment adviser (CRD 324250). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Jason Michael Barber | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | — |
| Steven Wayne Barber | MANAGING MEMBER, CHAIRMAN AND FOUNDER | — |
| Taylor Pankratz | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| Barber Jason Michael | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER; OWNER | — |
| Barber Steven Wayne | MANAGING MEMBER, CHAIRMAN AND FOUNDER; OWNER | — |
| Pankratz Taylor | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | — |