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Home > Retirement Planners > missouri > st louis > UNIVERSAL FINANCIAL ADVISORS, LLC
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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