Universal Financial Services Inc.
● SEC registered since 2021CRD 131558SEC# 801-121280Guaynabo, PR
Reg. AUM
$324.6M
Employees
3
Accounts
1
Location
Guaynabo, PR
Universal Financial Services Inc. assets under management
Universal Financial Services Inc. operates as an SEC-registered investment adviser based in Guaynabo, PR. The firm has been registered since 2021. It reports $324.6 million in regulatory assets under management and employs 3 people.
Universal Financial Services Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jose Carlos Benitez-Ulmer Control | Executive Representative, Finop | Under 5% | 2004 |
| Monique Miranda Control | Director | Under 5% | 2004 |
| Nancy Ivette Martinez-Rivera Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Universal Financial Services Inc. manage?
Universal Financial Services Inc. reports $324.6 million in regulatory assets under management on its Form ADV.
How many employees does Universal Financial Services Inc. have?
Universal Financial Services Inc. reports 3 employees.
Where is Universal Financial Services Inc. located?
Universal Financial Services Inc. is based in Guaynabo, PR and has been SEC-registered since 2021.
Does Universal Financial Services Inc. disclose fund performance?
Universal Financial Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Metro Office Park, Calle 1 Lote 10, Guaynabo, PR 00968 |
| Phone | (787) 706-7095 |
| Office hours | 8:00-5:00 |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1289107 |
| Discloses disciplinary history | No |
Regulatory AUM
$324.6M▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$324.6Mregulatory AUM
Discretionary $324.6M