September 29, 2016 2:33 PM ET

Capital Markets

Company Overview of Universal Value Advisors, LLC

Company Overview

Universal Value Advisors, LLC is an employee owned investment manager. The firm primarily provides its services to high net worth individuals. It also caters to individuals. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity, fixed income, and alternative markets. The firm invests in value stocks while making its investments. It employs fundamental analysis with a combination of bottom up and top down stock picking approaches. The firm conducts in-house research to create its investment portfolios. It was formerly known as Ancora West Advisors, LLC. Universal Value Advisors, LLC was founded on October 12, 2005 and is based ...

9222 Prototype Drive

Reno, NV 89521

United States

Founded in 2005

Phone:

775-284-7778

Fax:

775-284-7779

Key Executives for Universal Value Advisors, LLC

Partner, Economist, Portfolio Manager, and Co-Founder
Age: 72
Co-Founder, Managing Partner, Chief Compliance Officer, and Portfolio Manager
Age: 43
Portfolio Manager, Securities Analyst, and Investment Advisor Representative
Age: 43
Private Wealth Manager
Age: 47
Private Wealth Manager and Investment Advisor Representative
Age: 69
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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