Urban Financial Advisory Corporation's Form ADV discloses 0.40% on the first $3 million, 0.30% on the next $7 million, and 0.20% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #110057), Urban Financial Advisory Corporation is subject to fiduciary duty under federal law.
Urban Financial Advisory Corporation is headquartered in CHICAGO, IL.
Urban Financial Advisory Corporation serves 182 high-net-worth clients according to their SEC filing dated September 30, 2026. View client details ↓
According to their SEC Form ADV, Urban Financial Advisory Corporation offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Urban Financial Advisory Corporation manages $1.5 billion in client assets according to their SEC filing dated September 30, 2026.
According to their SEC Form ADV, Urban Financial Advisory Corporation serves high-net-worth individuals and institutional clients. View client details ↓