Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
870513295
SEC advisor number
801-63664
FINRA CRD number
106043
AUM ?
$1.47 bn
(as of 1 Dec 22)
Accounts
5,229
(as of 1 Dec 22)
Employees
13
(6 investment advisory or research)
Address
UMA Financial Services
310 EAST 4500 SOUTH
#550
SALT LAKE CITY
UT 84107
310 EAST 4500 SOUTH
#550
SALT LAKE CITY
UT 84107
Phone
8017479903
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
6 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Jan 22