Uma Financial Services Inc is based in Salt Lake City, Utah and has $1.2 billion in assets under management.
|Type of client||Clients||AUM||Percent of total AUM||Average investment size|
|High net worth individuals||96||$295,067,554||24%||$3,073,620|
|Pension and profit sharing plans||51||$486,226,136||40%||$9,533,846|
Uma Financial Services Inc makes money through the following ways:
Uma Financial Services Inc provides the following services:
|Legal governance||Utah, United States|
|Latest ADV filing date||March 27, 2020|