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Universal Financial Services Inc.

Headquartered in GUAYNABO, PR

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Firm Information

Universal Financial Services Inc. is a Puerto Rico-based corporation formed in 2004, specializing in portfolio management for investment companies. They have 2 registered representatives and manage over $374 million in assets. Their main office is located in Guaynabo, Puerto Rico.

Universal Financial Services Inc.

METRO OFFICE PARK

GUAYNABO, PR 00968

$374.37M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

UNIVERSAL FINANCIAL SERVICES INC. has a total of 3 branch locations across the country.
location

GUAYNABO, PR

location

Charlotte, NC

location

Guaynabo, PR

Advisors at Universal Financial Services Inc.

View All 8 Advisors
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Mariangie Colon rosado

GUAYNABO, PR

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Nancy Ivette Martinez-rivera

RA

GUAYNABO, PR

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Axel Ramon Mone frontera

Guaynabo, PR

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Raymond Simon Eissa

GUAYNABO, PR

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Kimberly Mirelles Rodriguez-rivera

GUAYNABO, PR

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Frances M Fuentes

Guaynabo, PR

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Cecilia Cruz gonzalez

Guaynabo, PR

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Ramon E. Domenech

Guaynabo, PR

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Disclosures

There are no public disclosures for Universal Financial Services Inc..

Frequently Asked Questions (8)

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