Universal Advisory Services

Multi Family Office (MFO)Albuquerque, United States
$350M
Assets Under Management
Albuquerque
Headquarters

About Universal Advisory Services

Through our strategic alliance with leading industry firms, we deliver our clients a state of the art wealth management experience. By utilizing Dimensional Fund Advisors, a leading force in the financial world, we connect clients with investment funds offered exclusively through the highest quality and preapproved RIA firms.

Preferred Investment Types

Venture CapitalPrivate EquityJoint Venture/PartnerInvestment FundsEquity Financing

Preferred Sectors & Themes

Travel Accommodations & TourismConcierge ServicesWealth & Estate PlanningTrust ManagementRetirement PlanningLegal & Tax ServicesInvestment ManagementETFsEquity/Mutual FundsDebt Management High-Level SectorsTourism & HospitalityFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Universal Advisory Services?

Universal Advisory Services is a multi family office (mfo) based in Albuquerque, United States, managing approximately $350M in assets.

Where is Universal Advisory Services headquartered?

Universal Advisory Services is headquartered in Albuquerque, United States.

How much does Universal Advisory Services manage?

Universal Advisory Services manages approximately $350M in assets under management.

What does Universal Advisory Services invest in?

Universal Advisory Services focuses on Venture Capital, Private Equity, Joint Venture/Partner, Investment Funds, Equity Financing, Travel Accommodations & Tourism, Concierge Services, Wealth & Estate Planning.

How can I contact Universal Advisory Services?

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