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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| UTA LLC
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|---|---|
| CRD # | 315427 |
| SEC # | 801-121768 |
| CIK # | |
| AUM | $186.7 M (2025-02-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 360-360-0344 |
| Address | 2800 Main Street Vancouver, WA 98663 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 24.7 |
| (b) Individuals (high net worth individuals) | 62 | 159.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 257 | 186.7 |
| By Discretionary | ||
| Discretionary | 187 | 159.3 |
| Non-Discretionary | 70 | 27.4 |
| Total | 257 | 186.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.7 | |
| Total | 257 | 186.7 |
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|---|---|---|
|
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✚
|
GA | 0.2 |
|
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The Putney Financial Group LLC
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The Planner's Edge LLC
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Klein Pavlis & Peasley Financial Inc
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|
Coastwise Capital Group LLC
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|
Locker Financial Services LLC
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NJ | 0.2 |
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Pacific Financial Strategies Inc
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|
Blue Marble Investments LLC
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