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Building 2UNIVERSAL FINANCIAL SERVICES INC.

Map pinGUAYNABO, PR
Phone(787) 706-7095
NotebookSEC #801-121280
Total AUM
$324.6M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
METRO OFFICE PARK
CALLE 1 LOTE 10
GUAYNABO
PR 00968
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
(787) 706-7095

ReceiptFinancials

Total AUM
$324.6M
Accounts
1
Discretionary
$324.6M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$324.6M

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PR

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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