Universal Financial Planning Consultants Inc


Assets, Funds, Holdings

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Universal Financial Planning Consultants Inc
CRD #116386
SEC #801-68480
AUM $196.3 MM (94% Disc, 100% US, 2015-03-27)
Employees10 (100% Investors, 100% Brokers)
Address333 South Kirkwood Road
St Louis, MO 63122
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
HVB Capital Management Inc
NY 0.2
Valley Forge Capital Advisors Inc
PA 0.2
Sigma Financial Services Inc
VA 0.2
Wedgewood Investors Inc
PA 0.2
Personal Financial Consultants Inc
CA 0.2
Teamwork Financial Advisors LLC
TX 0.2
Mark Gillam Enterprises
CA 0.2
Wealth Creation Management & Transfer LLC
NJ 0.2
Salzinger Sheaff Brock LLC
IN 0.2
Fiduciary Alliance LLC
SC 0.2
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