Overview
Assets Under Management: $2.6 billion
Headquarters: LARKSPUR, CA
Frequently Asked Questions
URBAN INVESTMENT ADVISORS, INC., is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #222524), URBAN INVESTMENT ADVISORS, INC., is subject to fiduciary duty under federal law.
URBAN INVESTMENT ADVISORS, INC., is headquartered in LARKSPUR, CA.
According to their SEC Form ADV, URBAN INVESTMENT ADVISORS, INC., offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
URBAN INVESTMENT ADVISORS, INC., manages $2.6 billion in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, URBAN INVESTMENT ADVISORS, INC., serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.66
Total Client Accounts: 12
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 222524
Last Filing Date: 2025-02-24 00:00:00
Website: https://urbaninv.com