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Building 2UNIVERSAL FINANCIAL ADVISORS, LLC

Map pinST. LOUIS, MO
Phone314-721-5522
NotebookSEC #801-124991
Total AUM
$277.5M
Employees
8
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 S. KIRKWOOD ROAD
SUITE 301
ST. LOUIS
MO 63122
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
314-721-5522
Other Offices
2

ReceiptFinancials

Total AUM
$277.5M
Accounts
709
Discretionary
$277.5M
Accounts
709
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
257
AUM
$78.4M
HNW Individual Clients
69
AUM
$198M
Charitable Organization Clients
2
AUM
$820.8K
Corporation or Business Clients
3
AUM
$254.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMOTXVA

HandshakeAffiliates

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

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