Universal Financial Services Inc.
Firm details
- Headquarters
- Guaynabo, PR
- CRD number
- 131558
- Registered since
- May 21, 2021
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Universal Financial Services Inc. is a corporate, institutional registered investment adviser that also operates as a broker-dealer. The firm is SEC-registered (registered in 2021) and serves an institutional client base, focusing on portfolio management for investment companies. Its fee model is a percentage of assets under management. The firm is affiliated with an insurance company and is structured with domestic entity and individual ownership. It is not positioned as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension-consulting adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8Raymond Eissa
Senior Regional Vice PresidentCRD 1267741
Mariangie Colon Rosado
Investment ProductsCRD 2427241
Jose Benitez-ulmer
PresidentCRD 2919918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Guaynabo, PR
Location
Guaynabo, PR
Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 1 Lote 10
- Office locations
Similar firms
First Southern, LLC
Broker-DealerGuaynabo, PR
Connelly Capital Securities LLC
Broker-DealerGuaynabo, PR
Pariter Securities, LLC
Broker-DealerGuaynabo, PR
Mckenzie Securities LLC
Broker-DealerGuaynabo, PR
Oriental Financial Services LLC
Broker-DealerSan Juan, PR
Popular Securities, LLC
Broker-DealerHato Rey, PR