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
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.
Latest 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%)
* 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.