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| Uptown Financial Advisors LLC
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|
|---|---|
| CRD # | 171401 |
| SEC # | 801-132876 |
| CIK # | 0002066147 |
| AUM | $153.8 M (2026-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214-628-9508 |
| Address | 2911 Turtle Creek Blvd Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002066147 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.1 | ||
| Nvidia Corp | 3.1 | ||
| Energy Transfer Equity LP | 2.5 | ||
| Enterprise Products Partners L P | 1.8 | ||
| Microsoft Corp | 1.5 | ||
| Cisco Systems Inc | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 11.6 |
| (b) Individuals (high net worth individuals) | 92 | 137.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 250 | 153.8 |
| By Discretionary | ||
| Discretionary | 250 | 153.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 250 | 153.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.8 | |
| Total | 250 | 153.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002066147] |
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