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
Uri Capital Management, LLC
By the Numbers
-
Total Assets Under Management39MILLION
-
Total Number of Accounts7ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Uri Capital Management, LLC
1
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.
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