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Home > Retirement Planners > california > larkspur > URBAN INVESTMENT ADVISORS
URBAN INVESTMENT ADVISORS
700 Larkspur Landing Circle
Suite 199
Larkspur, California 94939
Tel: 415-461-8600
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 $1,741,304,804 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 222524 |
| SEC# | 801-103474 |
| Assets Managed by Firm | $1,741,304,804 |
| No. of Clients | 11 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $1,741,304,804 |
| High net worth individuals | 5 | $230,956,376 |
| Pension and profit sharing plans | $705,583,504 | |
| Other investment advisers | Fewer than 5 clients | $331,197,424 |
| Corporations or other businesses | Fewer than 5 clients | $473,567,500 |
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|---|---|---|---|
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