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Mark William Spitznagel

UNIVERSA INVESTMENTS L.P.·MIAMI, Florida
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2601 S. BAYSHORE DRIVE, MIAMI, FL 33133CRD# 2864577Firm CRD# 146052
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About

Mark William Spitznagel is a registered financial advisor based in MIAMI, Florida, affiliated with UNIVERSA INVESTMENTS L.P.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
UNIVERSA INVESTMENTS L.P.
UNIVERSA INVESTMENTS L.P.
AUM
$16.2B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at UNIVERSA INVESTMENTS L.P. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE-BASED PROFIT ALLOCATIONS
Regulatory
SEC/IARD CRD# 2864577
Firm CRD# 146052
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark William Spitznagel offer?
Mark William Spitznagel specializes in Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Mark William Spitznagel's credentials?
Mark William Spitznagel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark William Spitznagel located?
Mark William Spitznagel is based in MIAMI, Florida, working with UNIVERSA INVESTMENTS L.P.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Mark William Spitznagel charge for services?
Mark William Spitznagel's firm is compensated through percentage of aum, performance-based fees, other: performance-based profit allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNIVERSA INVESTMENTS L.P.?
UNIVERSA INVESTMENTS L.P. has approximately 20 employees and manages $16.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UNIVERSA INVESTMENTS L.P.

Brandon Scott Yarckin
MIAMI, FL
Eric D Spencer
MIAMI, FL
Nirendran Sanjay Kathirithamby
MIAMI, FL

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Research
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