Investment adviser · CRD 116386

UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

Investment adviser filing (IA)

ST. LOUIS, MO, United States · Form ADV filed Mar 27, 2015

Regulatory AUM
$196M
Form ADV · Item 5.F
Client accounts
543
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
10
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

333 SOUTH KIRKWOOD ROAD, SUITE 301
ST. LOUIS, MO, 63122, United States

CRD 116386

Filing source

Form ADV 873024 · Mar 27, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.