Uta LLC

Uta LLC (CRD# 315427) is a financial advisory firm headquartered in Vancouver, WA. They manage $144,700,144 in 223 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2800 Main Street, Vancouver, WA 98663
http://uptownadv.com
By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $648,880
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NV, OR, WA

Financial Advisors at Uta LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jackie Bixby, financial advisor Mesquite NV
Jackie L. Bixby
CRD#: 3225372
Mesquite, NV

Jackie Bixby (CRD# 3225372) is an Investment Advisor Representative working at Uta LLC in Mesquite, NV and has over 24 years of experience in the finance industry.

2
Asoka Weeraratne, financial advisor Vancouver WA
Asoka G. Weeraratne
CRD#: 2614002
2800 Main Street, Vancouver, WA 98663

Asoka Weeraratne (CRD# 2614002) is an Investment Advisor Representative working at Uta LLC in Vancouver, WA and has over 28 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.

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