Urban Investment Advisors

Urban Investment Advisors (CRD# 222524) is a financial advisory firm headquartered in Larkspur, CA. They manage $2,453,514,026 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
700 Larkspur Landing Circle, Suite 199, Larkspur, CA 94939
https://www.urbaninv.com/
By the Numbers
  • Total Assets Under Management
    2,454
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $272,612,670
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Urban Investment Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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