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Firm profile

Universal Financial Services Inc..

GUAYNABO, PRCRD 131558Latest ADV February 11, 2026

Universal Financial Services Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Guaynabo, PR. Its latest Form ADV filing, dated February 11, 2026, reports $325M in regulatory assets under management, 3 employees, and 1 account.

Assets Under Management
$325M
Employees
3
Offices
--
Total Clients
<5
Primary office
GUAYNABO, PR
METRO OFFICE PARK, CALLE 1 LOTE 10, GUAYNABO, PR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMonique Miranda
CCONancy Ivette Martinez-rivera

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$325Mas of February 11, 2026
Discretionary100.0%
$325M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$325M
Total Accounts1
10Y AUM Change+$325M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee0:1
10Y Employee Change-5 (-62.5%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2021. Charts show the most recent available filing segment under this CRD.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.