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Building 2UNIVERSAL ADVISORY SERVICES INC

Map pinALBUQUERQUE, NM
Phone505-856-5600
NotebookSEC #801-40458
Total AUM
$201.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4906 ALAMEDA NE
ALBUQUERQUE
NM 87113
USA
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
505-856-5600

ReceiptFinancials

Total AUM
$201.6M
Accounts
695
Discretionary
$201.6M
Accounts
695
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
CANMTX

HandshakeAffiliates

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

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