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Working at Universal Financial Consultants

Zippia score 4.0

Overview

Revenue

Reviews

DemographicsCompetitorsCEO & Executives

Universal Financial Consultants overview

Industry
Investment Management
Revenue
$6.9M
Headquarters
Employees
50
Founded in
Organization type
Private
Universal Financial Consultants is a small finance company based in San Diego, CA with only 50 employees and an annual revenue of $6.9M.

Universal Financial Consultants's mission statement

To be the number one resource in the nation to help high-net-worth individuals and the affluent prepare for a secure estate and retirement plan.

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Universal Financial Consultants diversity

8.8
Diversity score
We calculated Universal Financial Consultants’s diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Universal Financial Consultants’s workforce.
Universal Financial Consultants diversity summary. Zippia estimates Universal Financial Consultants's demographics and statistics using a database of 30 million profiles. Zippia verifies estimates with BLS, Census, and current job openings data for accuracy. We calculated Universal Financial Consultants's diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Universal Financial Consultants's workforce.
  • Universal Financial Consultants has 50 employees.
  • 45% of Universal Financial Consultants employees are women, while 55% are men.
  • The most common ethnicity at Universal Financial Consultants is White (57%).
  • 24% of Universal Financial Consultants employees are Hispanic or Latino.
  • 10% of Universal Financial Consultants employees are Black or African American.
  • The average employee at Universal Financial Consultants makes $55,093 per year.
  • Employees at Universal Financial Consultants stay with the company for 3.6 years on average.

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Universal Financial Consultants financial performance

8.7
Performance score

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    Updated March 14, 2024

    Zippia gives an in-depth look into the details of Universal Financial Consultants, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Universal Financial Consultants. The employee data is based on information from people who have self-reported their past or current employments at Universal Financial Consultants. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Universal Financial Consultants. The data presented on this page does not represent the view of Universal Financial Consultants and its employees or that of Zippia.

    Universal Financial Consultants may also be known as or be related to Universal Financial Consultants and Universal Financial Consultants Cor.