UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.
CRD #116386 SEC #801-68480 ST. LOUIS, MO 314-721-5522
SEC Registered
Total AUM
$120M
Discretionary
$120M
Employees
6
Clients
0
Accounts
363
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $196.3M | $185.5M | $10.9M | 10 | 500 |
| Mar 2014 | $184.4M | $168.8M | $15.6M | 10 | 500 |
| Jun 2013 | $164.2M | $145.7M | $18.5M | 10 | 500 |
| Mar 2013 | $164.2M | $145.7M | $18.5M | 10 | 500 |
| May 2012 | $120M | $120M | $0 | 6 | 400 |
| Apr 2012 | $120M | $120M | $0 | 6 | 400 |
| Mar 2012 | $120M | $120M | $0 | 6 | 400 |
| Mar 2011 | $75M | $70M | $5M | 10 | -- |
| Mar 2010 | $51.6M | $51.6M | $0 | 10 | -- |
| Mar 2009 | $40.9M | $0 | $40.9M | 10 | -- |
| Jan 2008 | $45M | $0 | $45M | 5 | -- |
| Oct 2007 | $47.5M | $0 | $47.5M | 5 | -- |
DateMar 2015
Total AUM$196.3M
Discretionary$185.5M
Non-Disc.$10.9M
Employees10
Clients500
DateMar 2014
Total AUM$184.4M
Discretionary$168.8M
Non-Disc.$15.6M
Employees10
Clients500
DateJun 2013
Total AUM$164.2M
Discretionary$145.7M
Non-Disc.$18.5M
Employees10
Clients500
DateMar 2013
Total AUM$164.2M
Discretionary$145.7M
Non-Disc.$18.5M
Employees10
Clients500
DateMay 2012
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees6
Clients400
DateApr 2012
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees6
Clients400
DateMar 2012
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees6
Clients400
DateMar 2011
Total AUM$75M
Discretionary$70M
Non-Disc.$5M
Employees10
Clients--
DateMar 2010
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$40.9M
Discretionary$0
Non-Disc.$40.9M
Employees10
Clients--
DateJan 2008
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateOct 2007
Total AUM$47.5M
Discretionary$0
Non-Disc.$47.5M
Employees5
Clients--