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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SUMMERVILLE | GA | 2 | 706-857-1066 |
| WESTWOOD | KS | 2 | 913-971-0900 |
| SEDONA | AZ | 1 | 928-254-4000 |
| SPARTANBURG | SC | 1 | 864-598-2222 |
| WESTFIELD | IN | 1 | 000-000-0000 |
| CULLMAN | AL | 1 | 256-939-1000 |
| MONTROSE | CO | 1 | 832-730-0400 |
| LITTLE ROCK | AR | 1 | 501-639-8000 |