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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kemp Sawers is an investment advisor representative at Uptown Capital Advisors. James is registered with the state of Texas since June 2014, and with the state of Louisiana since January 2019. James has passed the Uniform Investment Adviser Law Examination, commonly known as the Series 65 exam. Uptown Capital Advisors manages approximately $107 million in assets for clients. Their advisory services include financial planning and portfolio management. They specialize in working with high-net-worth individuals, corporations, and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
06/06/2014 - Present
Uptown Capital Advisors (DALLAS TX)
IA
Issued 04/01/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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