Universal Value Advisors
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 285644
- Registered since
- January 9, 2017
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Universal Value Advisors is a limited liability company that registered with the SEC in 2017 and operates as an institutional registered investment adviser. The firm bills clients on a percentage-of-AUM basis and is structured to serve institutional clients, although its regulatory filings list advisory authority for portfolio management covering both individuals/small businesses and investment companies. Ownership is a mix of a domestic entity and individuals. The firm does not position itself as a capital allocator to third-party managers, and it does not identify as an active ESG investor. It is not registered as a multi-state adviser and does not act as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Robert Barone
Wealth ManagerCRD 837563
Joshua Barone
Wealth ManagerCRD 3120814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 1 E Liberty St
- Time zone
- PT (UTC-8)
- Office locations
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