UTA LLC
SEC Form ADV profile.
Total regulatory AUM
$214,570,738
Discretionary
$183,184,173
Non-discretionary
$31,386,565
Firm details
- CRD number
- 315427
- SEC file number
- 801-121768
- Main office
- VANCOUVER, WA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- http://uptownadv.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.