UTA LLC is a reputable investment advisory firm headquartered in Vancouver, WA, with a strong focus on providing personalized financial management services. With over 80 individual clients and assets under management exceeding $98,124,000, UTA LLC has established itself as a trusted partner for high-net-worth individuals seeking tailored investment strategies. The firm operates from two offices, ensuring accessibility and convenience for its clients. While 401(k) plans and individual accounts represent less than 30% of their assets under management, UTA LLC possesses the expertise and capability to effectively manage employer fun...
See more
Loading...

Assets Under Mgmt

$98.12M

Investment Professionals

2

Locations

1

% 401K & Individual

23%

% Discretionary

87%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.