Uphorizon Securities
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 328256
- Registered since
- August 12, 2024
Firm profile
FINTRXOverview
Uphorizon Securities is organized as a limited liability company and registered with the SEC in 2024. Ownership is reported as a mix of a domestic entity and an individual. The firm is categorized as unclassified in the dataset and has not been identified as a capital allocator or an active ESG investor. It is not listed as a multistate adviser, and several standard fields such as client base, fee structure, and specific business or advisory activities were not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Zhentao Wang
CEOCRD 7740723
Contacts
2 of 2Ricardo Clarke
FinOpCRD 6253240
Wenbing Wang
CRD 8306659
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10250 Constellation Blvd
- Time zone
- PT (UTC-8)
- Office locations
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