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UNIVERSITY FINANCIAL STRATEGIES, LLC.
CRD 297121
4801 GLENWOOD AVENUE, SUITE 200-630, RALEIGH, NC, 27612, United States
Phone
919-578-6500
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.2M
Discretionary AUM
$15.2M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $7.8M |
| High net worth individuals | 6 | $7.4M |
All web addresses on file
Official SEC filing: View on IAPD