UINTA INVESTMENT PARTNERS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PARK CITY, Utah
CRD number
288402

Firm profile

FINTRX

Overview

Uinta Investment Partners LLC is organized as a limited liability company with individual ownership. The firm’s SEC registration year is not listed. It is not identified as a multi-state adviser, does not report active ESG investing, and is not characterized as a capital allocator or a related adviser. Uinta serves in several sponsoring and operating roles — it acts as a broker-dealer and sponsor and serves as a general partner and managing member for pooled investment vehicles, indicating a focus on operating and administering private funds and similar structures.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • ANDREW SAUNDERS

    Co-Founder and Managing MemberCRD 5690785

  • DONALD PLOTSKY

    Co-Founder & Managing MemberCRD 1353584

  • GAVIN JAMES

    Co-FounderCRD 4388844

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PARK CITY, UT

SUMMIT

Location

PARK CITY, UT

Headquartered in PARK 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
SUMMIT
Address
6300 Sagewood Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth