Upward Financial Inc.
Filings
1
Total offered
$9.1M
Total sold
$9M
Activity
2025-11-10
through 2025-11-10
through 2025-11-10
Contact info
ProLog in with a Pro subscription to look up an email or website for this issuer.
Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
-
STEWARD FINANCIAL GROUP, LLC
medium CRD 801-68837
-
CAPITAL FINANCIAL GROUP, INC.
medium CRD 801-60148
-
FINANCIAL PARTNERS GROUP, LLC
medium CRD 801-77574
-
FINANCIAL GUARD, LLC
medium CRD 801-78197
Form D filings (1)
-
0001963585-25-000002D · 2025-11-10 · Other Banking and Financial ServicesOffering: $9,099,985Sold: $9,032,162