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UTA LLC

Tel: 360.360.0344
2800 Main Street
Vancouver, Washington  98663

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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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