Universal Financial Advisors, LLC is a well-established local investment advisory firm headquartered in St. Louis, MO. With a comprehensive client base of over 190 individuals, they have successfully amassed an impressive $182,292,000 in assets under management. Committed to delivering personalized financial solutions, Universal Financial Advisors, LLC operates from a single office location.
Distinguishing themselves in the investment advisory landscape, Universal Financial Advisors, LLC boasts extensive expertise in managing employer 401Ks and individual accounts, which collectively constitute nearly half of their assets under m...
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Assets Under Mgmt
$182.29M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.