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THE UJANO ADVISORY GROUP LLC

CRD 288141

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$115.9M

Discretionary AUM

$115.9M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals13$5.8M
High net worth individuals21$110.1M

All web addresses on file

Official SEC filing: View on IAPD