UNIVERSE, INC.
Firm details
- Headquarters
- Brooklynn, New York
- CRD number
- 130730
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI65.29%
- Individuals25.05%
- Corporations / Businesses9.66%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Universe, Inc. is a small corporate registered advisory firm owned by an individual that focuses on serving individual and family clients. Its advisory offering centers on portfolio management for individuals and small businesses and includes pension consulting services. The firm charges a combination of a percentage of assets under management and hourly fees. It does not identify as an active ESG investor and is not classified as a multi-state 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
Asset composition
- US Government Bonds63%
- Public Funds/Mutual Funds32%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
1 of 1DMITRIY DOLGIN
President and Portfolio ManagerCRD 4782487
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brooklynn, NY
KINGS
Location
Brooklynn, NY
Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- KINGS
- Address
- 1688 E 16th St
- Time zone
- ET (UTC-5)
- Office locations
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