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 $16,160,165,483 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 146052 |
SEC# | 801-68696 |
Assets Managed by Firm | $16,160,165,483 |
No. of Clients | 37 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 37 | $16,160,165,483 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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