Universal Financial Services Inc.
Universal Financial Services Inc. is an SEC-registered ria in Guaynabo, PR with $324.6M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Universal Financial Services Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131558, SEC 801-121280, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $324.6M (2026-02-11)
- Firm type
- Ria
- Location
- Guaynabo, PR
- Employees
- 3
- CRD
- 131558
- Ownership
- MIRANDA, MONIQUE; CRUZ, CECILIA; VAZQUEZCOTTO, RUBEN DARIO; BENITEZ, JOSE CARLOS; MIRANDA, LUIS BAUTISTA
How much AUM does Universal Financial Services Inc. have?
Universal Financial Services Inc. reported $324.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Universal Financial Services Inc.?
Disclosed owners and executives of Universal Financial Services Inc. include MIRANDA, MONIQUE, CRUZ, CECILIA, VAZQUEZCOTTO, RUBEN DARIO, BENITEZ, JOSE CARLOS, MIRANDA, LUIS BAUTISTA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.