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Uma Financial Services Inc
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Salt Lake City, Utah
$1.2 billion AUM
1 office

Uma Financial Services Inc is based in Salt Lake City, Utah and has $1.2 billion in assets under management.

Location
310 East 4500 South
Suite 550
Salt Lake City, UT 84107
$1.2 billion
AUM
13
Employees
AUM Share
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$1,223,895,020
Assets under management
5,098 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 869 $442,601,330 36% $509,323
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
Employees Share
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13
Employees
6
Investment analysts
46% of total employees
AUM per employee Share
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$1,223,895,020
Assets under management
$94,145,771
AUM per employee
$203,982,503
AUM per investment analyst
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Compensation

Uma Financial Services Inc makes money through the following ways:

  • Percentage of AUM
Services offered

Uma Financial Services Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 106,043
SEC number 801-63664
Legal structure Corporation
Legal governance Utah, United States
Latest ADV filing date March 27, 2020

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