UMA FINANCIAL SERVICES, INC.

HTTPS://TWITTER.COM/UMAFS SALT LAKE CITY, UT How do I update this listing?

UMA Financial Services is based out of Salt Lake City. UMA Financial Services is a large advisory firm with 1030 clients and discretionary assets under management (AUM) of $549,662,325 (Form ADV from 2019-03-14). Their last reported 13F filing for Q3 2019 included $204,749,000 in managed 13F securities and a top 10 holdings concentration of 58.42%. UMA Financial Services's largest holding is iShares Core S&P 500 ETF with shares held of 160,419. Whalewisdom has at least 1 13F filings

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09/30/2019

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09/30/2019

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

UMA FINANCIAL SERVICES INC
310 EAST 4500 SOUTH SUITE 550
SALT LAKE CITY UT    84107
Country: United States

Business Phone: 801-747-0800
Fax: 801-747-3520
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: UT
Number of employees: 13
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 1030
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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