RIA Intel›Advisers›Missouri›UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

Advisory

N·ST. LOUIS, MO

Data as of Mar 27, 2015 · Source: SEC Form ADV

Total AUM
$196M
1-Year AUM Growth
+6.4%
3-Year CAGR
+17.9%
Employees
10
Assets Under Management
Total AUM$196M
Discretionary AUM$185M
Non-Discretionary AUM$11M
Discretionary %94.5%
Total Clients—
Team
Total Employees10
Investment Advisers10
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingOct 15, 2007
Latest FilingMar 27, 2015
🔒 Full AUM trend chart and 13 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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