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UNIVERSAL FINANCIAL SERVICES INC.
CRD 131558 · SEC 801-121280
METRO OFFICE PARK, CALLE 1 LOTE 10, GUAYNABO, PR, 00968, United States
Phone
(787) 706-7095
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$324.6M
Discretionary AUM
$324.6M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $324.6M |
States served
PR
All web addresses on file
Official SEC filing: View on IAPD