Urban Financial Advisory Corporation

Urban Financial Advisory Corporation (CRD# 110057) is a financial advisory firm headquartered in Chicago, IL. They manage $703,973,335 in 660 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    704
    MILLION
  • Total Number of Accounts
    660
    ACCOUNTS
  • Average Account Value
    $1,066,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Urban Financial Advisory Corporation
Showing 1 - 1 of 1 top financial advisors.
1
Steven D. Urban
CRD#: 2349888
1601 Sherman Avenue, Ste. 510, Evanston, IL 60201
96
Wealthminder
score

Steven Urban (CRD# 2349888) is an Investment Advisor Representative working at Urban Financial Advisory Corporation in Evanston, IL and has over 23 years of experience in the finance industry. Steven Urban has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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