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Margaret Melissa Saez

UMA FINANCIAL SERVICES INC·SALT LAKE CITY, Utah
Unclaimed Profile
310 EAST 4500 SOUTH, #500, SALT LAKE CITY, UT 84107CRD# 2691049Firm CRD# 106043
01

About

Margaret Melissa Saez is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with UMA FINANCIAL SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PHYSICIAN WEALTH ADVISORS, INC.
PHYSICIAN WEALTH ADVISORS, INC.
AUM
$1.5B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at PHYSICIAN WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2691049
Firm CRD# 106043
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Melissa Saez offer?
Margaret Melissa Saez specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Margaret Melissa Saez's credentials?
Margaret Melissa Saez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Melissa Saez located?
Margaret Melissa Saez is based in SALT LAKE CITY, Utah, working with UMA FINANCIAL SERVICES INC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Margaret Melissa Saez charge for services?
Margaret Melissa Saez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UMA FINANCIAL SERVICES INC?
UMA FINANCIAL SERVICES INC has approximately 15 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
LEHI GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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