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).
Current Firm Details
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts343ACCOUNTS
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Average Account Value$82,143
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, ID, TX, UT, WA
Financial Advisors at Uci Wealth Advisors LLC
No Advisor Found.
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