Universal Value Advisors

Universal Value Advisors (CRD# 285644) is a financial advisory firm headquartered in Reno, NV. They manage $45,141,673 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $45,141,673
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NV

Financial Advisors at Universal Value Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Joshua A. Barone
CRD#: 3120814
1 East Liberty Street, Suite 406, Reno, NV 89501

Joshua Barone (CRD# 3120814) is an Investment Advisor Representative working at Universal Value Advisors in Reno, NV and has over 25 years of experience in the finance industry.

2
Robert N. Barone
CRD#: 837563
1 East Liberty Street, Suite 406, Reno, NV 89501

Robert Barone (CRD# 837563) is an Investment Advisor Representative working at Universal Value Advisors in Reno, NV and has over 23 years of experience in the finance industry.

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