UNIVERSAL FINANCIAL SERVICES INC.
  • UNIVERSAL FINANCIAL SERVICES INC.

Adviser Profile

As of Date 02/11/2026
Registration SEC, Approved, 05/21/2021
ADV Location GUAYNABO, PR, United States
Contact Info (78 xxxxxxx
Websites
AUM* 324,554,949 -4%
of that, discretionary 324,554,949 -4%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 324,554,949 -4%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

532M 456M 380M 304M 228M 152M 76M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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