Alupka Asset Management Overview

$1m+
Est Annual Revenue
$0-$100m
AUM

Company Details

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.

Locations

Location
415-956-9138,
201 California Street, Suite 640, 94111 CA
United States

WSO Company Database Comparison Table

Get Full Access

  • Free 1 month access by adding just 1 salary datapoint here
  • REAL salary bonus data across 1,000+ companies
  • Plus free 1 month access to 10,000+ interview insights

$1m+
Est Annual Revenue
$0-$100m
AUM

Unlock WSO Database

1 month free. Add your own pay data.