UMA Financial Services, Chalon Miles,

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Company Name

UMA Financial Services

Address

310 E 4500 S
Ste. 500
Salt Lake City, Utah 84107
United States

Email	umafs@umafs.org	Phone	1-801-747-3500
Website	www.umafs.org	Fax	1-801-747-3520

Business Information

The group's principal activity is to provide financial planning services. The group's services include retirement planning, investment planning, cash management and debt elimination, college funding, insurance planning, and estate planning and preservation. The group operates from the United States.

Executive Information
Name	Title	Email
Alicia Sumsion	Portfolio Administrator	N/A
Chalon Miles	Sr. Portfolio Administrator	N/A
Joann Wells	Administrative Assist.	N/A
Mathew Turnbow	Network Administrator, Insurance Producer	N/A
Tanya Jelosek	Office Assist.	N/A

Company Size
Sales Range	10 to 50 Million
Employee Range	Below 25

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