Financial Services - East Hanover, New Jersey, United States
Upright Financial Corp. ("UFC") is a financial advisory firm registered with Securities and Exchange Commission (SEC) as a Registered Investment Advisor ("RIA"). It has been in business since October 1990. The firm's principal owner is "David" Yow-Shang Chiueh, MBA, CFP.In 1998, Upright Financial Corp. established its first mutual fund, called "Upright Growth Mutual Fund". By the end of 2017, our company manages three mutual funds and one hedge fund, approximately up to $56 million.Our company mainly provides two services:1) Overall Financial Planning -Including insurance, taxation, investment, retirement and estate planning.2) Investment Management -A) discretionary asset managementB) mutual fundsC) Private Equity Fund