Universal Financial Services Inc. is a large advisory firm based in Hato Rey. It manages $186.04 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Puerto Rico.
Universal Financial Services provides portfolio management for investment companies not registered under the investment company act of 1940.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Universal Financial Services Inc. is $186.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 365% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Universal Financial Services Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Luis Bautista Miranda has been acting as President since 1 Feb 1986. Javier Garofalo Medina joined the executive team most recently as the Chief Compliance Officer.
The principal office where Universal Financial Services Inc. performs its advisory services is located at Calle Mejico #16, Hato Rey, PR 00918, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 787-706-7337 or by fax 787-625-7093. The normal business hours are 8-5:30 on Monday - Friday.