Uri Capital Management, LLC

Uri Capital Management, LLC (CRD# 161988) is a financial advisory firm headquartered in , . They manage $17,481,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $2,185,125
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Uri Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian E. Pitkin
CRD#: 3099585
Indianapolis, IN
93
Wealthminder
score

Brian Pitkin (CRD# 3099585) is an Investment Advisor Representative working at Uri Capital Management, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.

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