$28.2M Total AUM
$28.2M Disc. AUM
-- 3Y CAGR
1 Employees
122 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-22-2004
- Office Locations
- 1
Office Locations
1688 East 16th Street Suite 6 Brooklyn NY
About Universe, Inc.
UNIVERSE, Inc. is an independent, fee-only RIA founded in 1996 in New York City, led by president and portfolio manager Dmitriy Dolgin (NYU MBA). The firm builds individually managed, research-informed portfolios for private investors, using ETFs, mutual funds, stocks, bonds, and REITs, and advises on small-business retirement plans (e.g., SIMPLE/SEP/401(k)). No minimums and no third-party compensation; Schwab listed as a custodian.
Team overview
-- AVG AGE
$28.2M AVG AUM / ADVISOR
$231.2K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DMITRIY DOLGIN
President, Strategic Advisor
- CRD
- #4782487
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,211,858 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,211,858 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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