Overview
Assets Under Management: $275 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 151
Average Client Assets: $1.6 million
Frequently Asked Questions
UNIVERSAL ADVISORY SERVICES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132903), UNIVERSAL ADVISORY SERVICES is subject to fiduciary duty under federal law.
UNIVERSAL ADVISORY SERVICES is headquartered in ALBUQUERQUE, NM.
UNIVERSAL ADVISORY SERVICES serves 151 high-net-worth clients according to their SEC filing dated October 26, 2018. View client details ↓
According to their SEC Form ADV, UNIVERSAL ADVISORY SERVICES offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
UNIVERSAL ADVISORY SERVICES manages $275 million in client assets according to their SEC filing dated October 26, 2018.
According to their SEC Form ADV, UNIVERSAL ADVISORY SERVICES serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 151
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.49%
Average Client Assets: $1.6 million
Total Client Accounts: 718
Discretionary Accounts: 634
Non-Discretionary Accounts: 84
Regulatory Filings
CRD Number: 132903
Filing ID: 1247837
Last Filing Date: 2018-10-26 13:12:00