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 a limited liability company that registered with the SEC in 2018 and is owned by an individual. Public data classifies the firm as "unclassified" and provides limited disclosure about its business lines, client segments, fee model, or advisory services. Filings indicate Yuki-Co does not identify as a capital allocator, does not describe itself as an active ESG investor, and is not designated as a multi-state adviser. The dataset also notes the firm is not a pension consultant, not newly formed, and not recorded as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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
  • Nicholas Collett

    Nicholas Collett

    Co-FounderCRD 6618316

  • Owen Collett

    Owen Collett

    Co-FounderCRD 1894580

  • Robert Bull

    FinOpCRD 1521134

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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