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UTA LLC
UTA LLC
VANCOUVER, Washington
·
2 registered advisors
·
CRD# 315427
SEC# 801-121768
1
360.360.0344
01
Firm Overview
AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at UTA LLC
2 registered advisors
Asoka Gaminee Weeraratne
VANCOUVER, Washington
CRD# 2614002
Jackie Lee Bixby
VANCOUVER, Washington
CRD# 3225372
05
Office Locations
VANCOUVER, Washington
2 advisors
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Data sourced from SEC Form ADV filings. UTA LLC (CRD# 315427) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.