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URBAN WEALTH MANAGEMENT
841 Apollo Street
Ste 320
El Segundo, California 90245
Tel: 424-277-2260
About URBAN WEALTH MANAGEMENT
URBAN WEALTH MANAGEMENT, formally registered with the SEC as URBAN WEALTH MANAGEMENT. The firm was established in 01/03/2017. They have over 1 offices throughout the country.
URBAN WEALTH MANAGEMENT is a El Segundo, California based Financial Planning firm with nearly $188,957,457 assets under management, offering retirement planning & investment advisory services to 802 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285633 |
| SEC# | 801-108701 |
| Assets Managed by Firm | $188,957,457 |
| No. of Clients | 802 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 802 | $188,957,457 |
| Individuals (other than high net worth individuals) | 334 | $80,595,167 |
| High net worth individuals | 44 | $93,537,579 |
| Pension and profit sharing plans | 13 | $9,425,487 |
| Corporations or other businesses | 16 | $5,399,224 |
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