Uci Wealth Advisors LLC
Uci Wealth Advisors LLC (CRD# 154884) is a financial advisory firm headquartered in Meridian, ID. They manage $28,175,141 in 343 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts343ACCOUNTS
Average Account Value$82,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, TX, UT, WA
Julie Cassatt-Olsen (CRD# 4011677) is an Investment Advisor Representative working at Uci Wealth Advisors LLC in Meridian, ID and has over 16 years of experience in the finance industry.
Travis Higgins (CRD# 4460566) is an Investment Advisor Representative working at Uci Wealth Advisors LLC in Meridian, ID and has over 14 years of experience in the finance industry.