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Building 2UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

Map pinST. LOUIS, MO
Phone314-721-5522
NotebookSEC #801-68480
Total AUM
$196.3M
Employees
10
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 SOUTH KIRKWOOD ROAD
SUITE 301
ST. LOUIS
MO 63122
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
314-721-5522

ReceiptFinancials

Total AUM
$196.3M
Accounts
543
Discretionary
$185.5M
Accounts
517
Non-Discretionary
$10.9M
Accounts
26

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLAMOTX

HandshakeAffiliates

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

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