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

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