Urban Investment Advisors

Urban Investment Advisors (CRD# 222524) is a financial advisory firm headquartered in Larkspur, CA. They manage $537,548,532 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    538
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $53,754,853
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Urban Investment Advisors
No Advisor Found.
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