Universal Financial Planning Consultants Inc

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Universal Financial Planning Consultants Inc
CRD #116386
SEC #801-68480
CIK #
AUM $196.3 MM (94% Disc, 100% US, 2015-03-27)
Employees10 (100% Investors, 100% Brokers)
Phone314-721-5522
Address333 South Kirkwood Road
St Louis, MO 63122
Source [IAPD] [Website]
Total AUM ($MM)
200160120804002007201020132016
Comparable Firms State AUM ($BB)
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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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