UAK Diversified

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

221 1st Ave SW Ste Ste 610, Rochester, M...

Phone Number

(763) 355-2337

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
2
1
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1

About UAK Diversified

UAK Diversified is a fee-only financial advisory firm based in Minnesota, serving clients in Saint Paul, Minneapolis, and Rochester. They specialize in fiduciary wealth management, providing services such as investment management, retirement planning, and insurance planning. The firm is committed to transparency and objectivity, ensuring clients receive unbiased advice without conflicts of interest. UAK Diversified aims to educate clients on financial matters, helping them achieve peace of mind and avoid costly mistakes.Explore more
UAK Diversified's Social MediaPopular SearchesUAK Diversified LLCUAK DiversifiedSIC Code 62,628NAICS Code 52,523Show more

UAK Diversified Org Chart

PhoneEmail
UK
United States flag for contact location.

Portfolio Manager

PhoneEmail
SK
United States flag for contact location.

Founder & Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

UAK Diversified

<$5M
1-10
Private
-
2020
UK
Ujae KangPortfolio Manager
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2013
SS
Shirley StricklandExecutive Assisant
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

UAK Diversified is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

UAK Diversified is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about UAK Diversified.

UAK Diversified Tech Stack

A closer look at the technologies used by UAK Diversified

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Frequently Asked Questions Regarding UAK Diversified

What is UAK Diversified's official website?
UAK Diversified's official website is www.uakdiversified.com
What is UAK Diversified's Revenue?
UAK Diversified's revenue is <$5 Million
What is UAK Diversified's SIC code?
UAK Diversified's SIC: 62,628
What is UAK Diversified's NAICS code?
UAK Diversified's NAICS: 52,523
How many employees does UAK Diversified have?
UAK Diversified has 1-10 employees
What industry does UAK Diversified belong to?
UAK Diversified is in the industry of: Finance, Securities Trading
What is UAK Diversified competition?
UAK Diversified top competitors include: Focus Financial Network, Vertex Capital Advisors, Stockade Wealth Management, Copper Canyon Wealth Management
What technology does UAK Diversified use?
Some of the popular technologies that UAK Diversified uses are: GoCentral, Google Website Translator, Google Font API, Thumbtack
How do I contact UAK Diversified?
UAK Diversified contact info: Phone number: (763) 355-2337 Website: www.uakdiversified.com
What does UAK Diversified do?

UAK Diversified is a fee-only financial advisory firm based in Minnesota, serving clients in Saint Paul, Minneapolis, and Rochester. They specialize in fiduciary wealth management, providing services such as investment management, retirement planning, and insurance planning. The firm is committed to transparency and objectivity, ensuring clients re... ceive unbiased advice without conflicts of interest. UAK Diversified aims to educate clients on financial matters, helping them achieve peace of mind and avoid costly mistakes.Read More

What are UAK Diversified social media links?
UAK Diversified Linkedin page UAK Diversified Twitter page UAK Diversified Facebook page
Is UAK Diversified a public company?
UAK Diversified is private company therefore does not currently have an official ticker symbol
See more information about UAK Diversified

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