Yuki-Co, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
282236
Registered since
November 15, 2018

Firm profile

FINTRX

Overview

Yuki-Co, LLC is organized as a limited liability company and is SEC-registered, with registration recorded in 2018. The firm is owned by an individual and is classified in the data as "Unclassified." Reported firm attributes indicate it does not operate as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser in the source record. It also is not identified as a pension consultant or a related adviser, and it is not listed as a newly formed adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Paul Rubens

    Paul Rubens

    Founder and CEOCRD 5072790

Contacts

3 of 3
  • Robert Bull

    FinOpCRD 1521134

  • Owen Collett

    Owen Collett

    Co-FounderCRD 1894580

  • Nicholas Collett

    Nicholas Collett

    Co-FounderCRD 6618316

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
2173 E Walker Ln
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth