UNIVERSAL FINANCIAL SERVICES INC.

Metro Office Park
Calle 1 Lote 10
Guaynabo, Puerto Rico 00968
Tel: (787) 706-7095

About UNIVERSAL FINANCIAL SERVICES INC.

UNIVERSAL FINANCIAL SERVICES INC, formally registered with the SEC as UNIVERSAL FINANCIAL SERVICES INC. The firm was established in 05/21/2021. They have over 1 offices throughout the country.

UNIVERSAL FINANCIAL SERVICES INC. is a Guaynabo, Puerto Rico based Financial Planning firm with nearly $374,368,239 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#	131558
SEC#	801-121280
Assets Managed by Firm	$374,368,239
No. of Clients	1
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$374,368,239

More Retirement Planning firms in Guaynabo, Puerto Rico:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Guaynabo, Puerto Rico

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.