UNIVERSAL FINANCIAL SERVICES INC.
SEC Form ADV profile.
Total regulatory AUM
$324,554,949
Discretionary
$324,554,949
Non-discretionary
$0
Firm details
- CRD number
- 131558
- SEC file number
- 801-121280
- Main office
- GUAYNABO, PR, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.