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UTA LLC

Headquartered in VANCOUVER, WA

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Firm Information

UTA LLC is a registered investment advisor located in Vancouver, WA. The firm provides financial planning and portfolio management services to individuals and businesses. UTA LLC manages approximately $186.7 million in assets for 257 clients.

UTA LLC

2800 MAIN STREET

VANCOUVER, WA 98663

$186.73M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

UTA LLC has a total of 2 branch locations across the country.
location

Vancouver, WA

location

Mesquite, NV

Advisors at UTA LLC

View All 2 Advisors
Unclaimed
Asoka Gaminee Weeraratne

RA

Vancouver, WA

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Unclaimed
Jackie Lee Bixby

RA

Mesquite, NV

View Profile

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Disclosures

There are no public disclosures for UTA LLC.

Frequently Asked Questions (8)

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