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UTA LLC
Tel: 360.360.0344
2800 Main Street Vancouver, Washington 98663
UTA LLC
UTA LLC is a Vancouver, Washington based financial advisory firm with nearly $186,732,601 in assets under management and provides investment advisory services for 257 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
315427
SEC#:
801-121768
No. of Clients:
257
Assets under Management
$186,732,601
No. of Advisors:
2
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