UNIVERSAL FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 318392
- Registered since
- May 11, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI71.37%
- Individuals28.24%
- Charitable Organizations0.3%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Universal Financial Advisors, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm serves both individual/family and institutional clients and positions itself as a capital allocator and selector of external managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Fees are charged as a percentage of assets under management and on an hourly basis. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities16%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 10Stephanie Longanecker
Financial AdvisorCRD 6934266
COREY MYERS
Investment Adviser RepresentativeCRD 3162395
ANTHONY RICH
Financial AdvisorCRD 6296842
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 333 S Kirkwood Rd
- Time zone
- CT (UTC-6)
- Office locations
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