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Building 2UTA LLC

Map pinVANCOUVER, WA
Phone360.360.0344
NotebookSEC #801-121768
Total AUM
$214.6M
Employees
2
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2800 MAIN STREET
VANCOUVER
WA 98663
United States
Operating Hours
9:00AM TO 4:00PM
Monday - Friday
Phone
360.360.0344
Other Offices
1

ReceiptFinancials

Total AUM
$214.6M
Accounts
248
Discretionary
$183.2M
Accounts
177
Non-Discretionary
$31.4M
Accounts
71

ContactClients

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Individual Clients
59
AUM
$27.3M
HNW Individual Clients
43
AUM
$183.8M
Corporation or Business Clients
1
AUM
$3.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NVORWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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