UNIVERSAL VALUE ADVISORS

1 East Liberty Street, Suite 406
Reno, Nevada 89501
Tel: 775-284-7778

About UNIVERSAL VALUE ADVISORS

UNIVERSAL VALUE ADVISORS, formally registered with the SEC as UNIVERSAL VALUE ADVISORS. The firm was established in 01/09/2017. They have over 1 offices throughout the country.

UNIVERSAL VALUE ADVISORS is a Reno, Nevada based Financial Planning firm with nearly $45,400,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285644
SEC#	801-108879
Assets Managed by Firm	$45,400,000
No. of Clients	1
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$45,400,000

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