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
333 S. Kirkwood Road, Suite 301, Saint Louis, MO 63122
https://www.universaladvisorsgroup.com/
By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    504
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, IL, MO, TX

Financial Advisors at Universal Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anna Meurer, financial advisor Saint Peters MO
Anna M. Meurer
CRD#: 5197293
1395 Triad Center Drive, Suite 4, Saint Peters, MO 63376

Anna Meurer (CRD# 5197293) is an Investment Advisor Representative working at Universal Financial Advisors, LLC in Saint Peters, MO and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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