CRD: 318392
Universal Financial Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-11-2022
- Office Locations
- 4
Office Locations
About Universal Financial Advisors, LLC
Universal Financial Advisors, LLC is a St. Louis-area RIA providing wealth management, retirement solutions, and estate strategy services, with a planning-led process from goal setting to ongoing monitoring. The firm works with entrepreneurs and executives, peak-career professionals, pre-retirees/retirees, and high-net-worth individuals, focusing on portfolio construction and risk management. Custody through Charles Schwab & Company.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ASHLEY BETH LOCK
Account Manager
- CRD
- --
- Ownership
- 50% but less than 75%
BRIAN CHRISTOPHER LOCK
CFP, Chief Compliance Officer, PRINCIPAL
- CRD
- #3092520
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WILLIAM BERNARD ALBAIR
Investment Advisor Representative
- CRD
- #4916860
Stephanie Louise Longanecker
--
- CRD
- #6934266
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $277,496,642 | $391,392 |
| Non-Discretionary | $0 | -- |
| Total | $277,496,642 | $391,392 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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