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UNIVERSAL FINANCIAL SERVICES INC.
UNIVERSAL FINANCIAL SERVICES INC.
GUAYNABO, Puerto Rico
·
4 registered advisors
·
CRD# 131558
SEC# 801-121280
0
(787) 706-7095
01
Firm Overview
AUM
$374M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at UNIVERSAL FINANCIAL SERVICES INC.
4 registered advisors
Javier Garofalo Medina
HATO REY, Puerto Rico
CRD# 4008696
Jose Carlos Benitez-Ulmer
GUAYNABO, Puerto Rico
CRD# 2919918
Michael E Prewitt
GUAYNABO, Puerto Rico
CRD# 4878980
Nancy Ivette Martinez-Rivera
GUAYNABO, Puerto Rico
CRD# 4659151
05
Office Locations
GUAYNABO, Puerto Rico
3 advisors
HATO REY, Puerto Rico
1 advisor
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Data sourced from SEC Form ADV filings. UNIVERSAL FINANCIAL SERVICES INC. (CRD# 131558) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.