Universal Financial Advisors LLC

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Assets, Funds, Holdings

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Universal Financial Advisors LLC
CRD #318392
SEC #801-124991
CIK #
AUM $202.1 MM (2024-06-27)
Employees 6 (100% Investors, 67% Brokers)
Phone314-721-5522
Address333 S Kirkwood Road
St Louis, MO 63122
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002009201420192025
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
VA 0.2
Roosevelt Capital Management LLC
TX 0.2
Sutterfield Financial Group Inc
OK 0.2
Pinnacle Wealth Advisors Inc
OR 0.2
Magnolia Capital Management Ltd
NY 0.2
Signature Financial Services Ltd
IL 0.2
Austerra Wealth Management LLC
TX 0.2
Integras Partners LLC
GA 0.2
Pinnacle West Asset Management Inc
WY 0.2
Retirementadvice JKA
CA 0.2
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