700 Larkspur Landing Circle
Suite 199
Larkspur, California 94939
Tel: 415-461-8600
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 222524 |
SEC# | 801-103474 |
Assets Managed by Firm | $2,557,404,871 |
No. of Clients | 12 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 12 | $2,557,404,871 |
High net worth individuals | Fewer than 5 clients | $221,516,646 |
Pension and profit sharing plans | Fewer than 5 clients | $970,176,940 |
Other investment advisers | Fewer than 5 clients | $331,786,957 |
Corporations or other businesses | Fewer than 5 clients | $1,033,924,328 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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