Uri Capital Management, LLC

Uri Capital Management, LLC (CRD# 161988) is a financial advisory firm headquartered in , . They manage $12,400,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,771,429
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
90
Wealthminder
score

Brian Pitkin (CRD# 3099585) is an Investment Advisor Representative working at Uri Capital Management, LLC in Indianapolis, IN and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.