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URBAN INVESTMENT ADVISORS

700 Larkspur Landing Circle
Suite 199
Larkspur, California 94939
Tel: 415-461-8600

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About URBAN INVESTMENT ADVISORS

URBAN INVESTMENT ADVISORS, formally registered with the SEC as URBAN INVESTMENT ADVISORS. The firm was established in 07/24/2015. They have over 2 offices throughout the country.

URBAN INVESTMENT ADVISORS is a Larkspur, California based Financial Planning firm with nearly $2,557,404,871 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#222524
SEC#801-103474
Assets Managed by Firm$2,557,404,871
No. of Clients12
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (SPECIFIED MANAGEMENT SERVICES (ON REQUEST))

Firm Client Information

No. of ClientsAUM
Firm Total12$2,557,404,871
High net worth individualsFewer than 5 clients$221,516,646
Pension and profit sharing plansFewer than 5 clients$970,176,940
Other investment advisersFewer than 5 clients$331,786,957
Corporations or other businessesFewer than 5 clients$1,033,924,328

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
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FRANKLIN ADVISERS, INC.
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$467,015,634,91318979408

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