UNIVERSAL FINANCIAL ADVISORS, LLC

UNIVERSAL FINANCIAL ADVISORS, LLC of ST. LOUIS, MO is an SEC-registered investment adviser (CRD 318392). Regulatory assets under management: $277.5M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (5)

NameRoleLocation
Brian Christopher LockCHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL; CO-TRUSTEE OF BRIAN C. LOCK TOD BRIAN C. LOCK AND ASHLEY B. LOCK REVOCABLE QUALIFIED SPOUSAL TRUST DATED 10/7/2016
Ashley Beth LockCO-TRUSTEE OF BRIAN C. LOCK TOD BRIAN C. LOCK AND ASHLEY B. LOCK REVOCABLE QUALIFIED SPOUSAL TRUST DATED 10/7/2016
LOCK ALBERT LARRYMEMBER/PRINCIPAL
LOCK BRIAN CHRISTOPHERCHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL; CO-TRUSTEE OF BRIAN C. LOCK TOD BRIAN C. LOCK AND ASHLEY B. LOCK REVOCABLE QUALIFIED SPOUSAL TRUST DATED 10/7/2016
LOCK ASHLEY BETHCO-TRUSTEE OF BRIAN C. LOCK TOD BRIAN C. LOCK AND ASHLEY B. LOCK REVOCABLE QUALIFIED SPOUSAL TRUST DATED 10/7/2016

More on this firm