UNIVERSAL FINANCIAL ADVISORS, LLC

333 S. Kirkwood Road
Suite 301
St. Louis, Missouri 63122
Tel: 314-721-5522

About UNIVERSAL FINANCIAL ADVISORS, LLC

UNIVERSAL FINANCIAL ADVISORS, LLC, formally registered with the SEC as UNIVERSAL FINANCIAL ADVISORS, LLC. The firm was established in 05/11/2022. They have over 1 offices throughout the country.

UNIVERSAL FINANCIAL ADVISORS, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $202,089,992 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318392
SEC#	801-124991
Assets Managed by Firm	$202,089,992
No. of Clients	504
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	504	$202,089,992
Individuals (other than high net worth individuals)	195	$71,410,897
High net worth individuals	54	$127,068,056
Charitable organizations	2	$3,611,037
Corporations or other businesses	1	$2

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