Overview
Assets Under Management: $2.6 billion
Headquarters: LARKSPUR, CA
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