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 $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 Status	Approved
Firm CRD#	222524
SEC#	801-103474
Assets Managed by Firm	$2,557,404,871
No. of Clients	12
No. of Advisors	3

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 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

More Retirement Planning firms in Larkspur, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

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