Uri Capital Management, LLC

Uri Capital Management, LLC (CRD# 161988) is a financial advisory firm headquartered in , . They manage $39,000,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.uricapital.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $5,571,429
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
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 Pitkin, financial advisor Indianapolis IN
Brian E. Pitkin
CRD#: 3099585
Indianapolis, IN

Brian Pitkin (CRD# 3099585) is an Investment Advisor Representative working at Uri Capital Management, LLC in Indianapolis, IN and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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