UNIVERSAL FINANCIAL SERVICES INC.
CRD #131558 SEC #801-121280 GUAYNABO, PR (787) 706-7095
SEC Registered Broker-Dealer
Total AUM
$337.5M
Discretionary
$337.5M
Employees
3
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $337.5M | $337.5M | $0 | 3 | 0 |
| Mar 2025 | $338.8M | $338.8M | $0 | 3 | 0 |
| Feb 2024 | $374.4M | $374.4M | $0 | 3 | 0 |
| Feb 2023 | $396.1M | $396.1M | $0 | 3 | 0 |
| Sep 2022 | $517M | $517M | $0 | 9 | 0 |
| Jul 2022 | $517M | $517M | $0 | 9 | 0 |
| Mar 2022 | $517M | $517M | $0 | 9 | 0 |
| Aug 2021 | $531.9M | $531.9M | $0 | 8 | 0 |
| Aug 2021 | $531.9M | $531.9M | $0 | 8 | 0 |
| Apr 2021 | $0 | $0 | $0 | 8 | 0 |
| Jan 2012 | $186M | $186M | $0 | 11 | 1 |
| Jun 2011 | $168.9M | $168.9M | $0 | -- | -- |
| Apr 2010 | $108.5M | $108.5M | $0 | -- | -- |
| Feb 2009 | $58.5M | $58.5M | $0 | -- | -- |
DateSep 2025
Total AUM$337.5M
Discretionary$337.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$374.4M
Discretionary$374.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$396.1M
Discretionary$396.1M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$517M
Discretionary$517M
Non-Disc.$0
Employees9
Clients0
DateJul 2022
Total AUM$517M
Discretionary$517M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$517M
Discretionary$517M
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$531.9M
Discretionary$531.9M
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$531.9M
Discretionary$531.9M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2012
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees11
Clients1
DateJun 2011
Total AUM$168.9M
Discretionary$168.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$58.5M
Discretionary$58.5M
Non-Disc.$0
Employees--
Clients--