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Universal Advisory Services Inc (Albuquerque)


Universal Advisory Services Inc is a large advisory firm based in Albuquerque. It manages $201.58 million of regulatory assets for 695 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, New Mexico, and Texas.

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Universal Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Universal Advisory Services: assets under management

The assets under management (AUM) of Universal Advisory Services Inc is $201.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $201.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $290.05 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Universal Advisory Services Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Albuquerque

The principal office where Universal Advisory Services Inc performs its advisory services is located at 4906 Alameda Ne, Albuquerque, NM 87113, which is also the mailing address of the firm. An additional office of the firm is in Beverly Hills, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-856-5600 or by fax 505-856-7000. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.uasinc.org.


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