Alupka Asset Management
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Website:
# of Employees:
5-19
Annual Revenue Estimate:
$1m+
AUM:
$0-$100m
Alupka Asset Management is an SEC registered investment advisory limited liability corporation. Charles Schwab Institutional is the custodian for all privately managed individual accounts. The company was founded in 2000, at the height of the internet bubble in order to protect the assets of the firm’s partners.
The firm specializes in the custom design and management of investment accounts. Presently, the principals supervise portfolios for successful individuals, trusts, pension plans, profit sharing plans custodian accounts, international accounts and a full range of retirement accounts.
Location:
201 California Street Suite 640
San Francisco, CA, 94111United States
Phone: (415) 729-0012
Fax: 415-956-9138
Fax: 415-956-9138
See map: Google Maps
