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URBAN FINANCIAL ADVISORY CORPORATION
221 N. La Salle St.
Suite 764
Chicago, Illinois 60601
Tel: 312-379-0150
About URBAN FINANCIAL ADVISORY CORPORATION
URBAN FINANCIAL ADVISORY CORPORATION, formally registered with the SEC as URBAN FINANCIAL ADVISORY CORPORATION. The firm was established in 08/03/1994. They have over 1 offices throughout the country.
URBAN FINANCIAL ADVISORY CORPORATION is a Chicago, Illinois based Financial Planning firm with nearly $1,103,601,324 assets under management, offering retirement planning & investment advisory services to 906 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110057 |
| SEC# | 801-47160 |
| Assets Managed by Firm | $1,103,601,324 |
| No. of Clients | 906 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 906 | $1,103,601,324 |
| Individuals (other than high net worth individuals) | 77 | $24,360,622 |
| High net worth individuals | 161 | $1,038,446,262 |
| Pension and profit sharing plans | 1 | $2,446,263 |
| Charitable organizations | 1 | $700,098 |
| Corporations or other businesses | 4 | $37,648,079 |
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