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UTA LLC
2800 Main Street
Vancouver, Washington 98663
Tel: 360.360.0344
About UTA LLC
UTA LLC, formally registered with the SEC as UTA LLC. The firm was established in 07/15/2021. They have over 2 offices throughout the country.
UTA LLC is a Vancouver, Washington based Financial Planning firm with nearly $186,732,601 assets under management, offering retirement planning & investment advisory services to 257 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315427 |
| SEC# | 801-121768 |
| Assets Managed by Firm | $186,732,601 |
| No. of Clients | 257 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 257 | $186,732,601 |
| Individuals (other than high net worth individuals) | 69 | $24,686,354 |
| High net worth individuals | 62 | $159,120,217 |
| Corporations or other businesses | Fewer than 5 clients | $2,926,030 |
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|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
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