2601 S. Bayshore Drive
Suite 2030
Miami, Florida 33133
Tel: 786-483-3140
UNIVERSA INVESTMENTS LP, formally registered with the SEC as UNIVERSA INVESTMENTS LP. The firm was established in 01/17/2008. They have over 2 offices throughout the country.
UNIVERSA INVESTMENTS L.P. is a Miami, Florida based Financial Planning firm with nearly $16,440,053,423 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 146052 |
SEC# | 801-68696 |
Assets Managed by Firm | $16,440,053,423 |
No. of Clients | 41 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 41 | $16,440,053,423 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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