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Universal Financial Advisors LLC
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CRD # | 318392 |
SEC # | 801-124991 |
CIK # | |
AUM | $202.1 MM (2024-06-27) |
Employees | 6 (100% Investors, 67% Brokers) |
Phone | 314-721-5522 |
Address | 333 S Kirkwood Road St Louis, MO 63122 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 195 | 71.4 |
(b) Individuals (high net worth individuals) | 54 | 127.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 2 | 3.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 504 | 202.1 |
By Discretionary | ||
Discretionary | 504 | 202.1 |
Non-Discretionary | 0 | 0.0 |
Total | 504 | 202.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 202.1 | |
Total | 504 | 202.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Independence Wealth Advisors Inc
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|
VA | 0.2 |
Roosevelt Capital Management LLC
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|
TX | 0.2 |
Sutterfield Financial Group Inc
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|
OK | 0.2 |
Pinnacle Wealth Advisors Inc
✚
|
OR | 0.2 |
Magnolia Capital Management Ltd
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|
NY | 0.2 |
Signature Financial Services Ltd
✚
|
IL | 0.2 |
Austerra Wealth Management LLC
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|
TX | 0.2 |
Integras Partners LLC
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|
GA | 0.2 |
Pinnacle West Asset Management Inc
✚
|
WY | 0.2 |
Retirementadvice JKA
✚
|
CA | 0.2 |