Yuki-Co, LLC

Broker-DealerFINRA Member
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 owned by an individual. Public profile data classifies the firm as "Unclassified" and notes that it does not operate as a capital allocator or an active ESG investor. The record also indicates the firm is not a pension consultant, not listed as a related adviser, and is not identified as a multi-state adviser. The firm has not supplied specifics about its client segments, fee structure, advisory services, or typical investment approach. Activities and affiliations were likewise not provided in the available profile, which limits the ability to describe how Yuki-Co sources mandates or the client-facing services it delivers.

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

2 of 2
  • Robert Bull

    CFOCRD 1521134

  • Paul Rubens

    Paul Rubens

    Founder and CEOCRD 5072790

Contacts

2 of 2
  • 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

FINTRX

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