AB
CFP
AB
CFP

Anton James Bayer

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
208 clients
Average Client Portfolio
$897K average
Assets Under Management
$186.6M

Fee Structure

Minimum Investment:$100K
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Location

Bulverde, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anton is involved in real estate rental, dedicating about 10% of his time to properties in multiple counties and cities. He also spends minimal time as a book author, selling "Exposing the Myths of Financial Success" and "Physicians Guide to Wealth", and another minimal amount of time on AC Financial/Bayer Enterprise for tax/investment purposes.

Employment History
Current Registrations
Up Capital Management, INC.
October 2012 - Present · 13 yrs 4 mos
Previous Registrations
LPL Financial LLC
November 2011 - December 2014 · 3 yrs 1 mo
Securities America Advisors, INC.
August 2009 - November 2011 · 2 yrs 3 mos
CBIZ Financial Solutions, INC.
July 2002 - December 2009 · 7 yrs 5 mos
Capital Management Investment Group
May 2002 - July 2002 · 2 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.