Universal Financial Advisors, LLC
Universal Financial Advisors, LLC (CRD# 318392) is a financial advisory firm headquartered in Saint Louis, MO. They manage $202,089,992 in 504 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management202MILLION
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Total Number of Accounts504ACCOUNTS
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Average Account Value$400,972
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL, MO, TX
Financial Advisors at Universal Financial Advisors, LLC
1
Anna Meurer (CRD# 5197293) is an Investment Advisor Representative working at Universal Financial Advisors, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.
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