Urs Advisory

Urs Advisory (CRD# 289892) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $36,935,210 in 264 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2247 Palm Beach Lakes Boulevard, Suite 106, West Palm Beach, FL 33409
https://www.facebook.com/ursadvisoryflorida
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $139,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Urs Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Erik Lembcke, financial advisor West Palm Beach FL
Erik H. Lembcke
CRD#: 5953894
2247 Palm Beach Lakes Boulevard, Suite 106, West Palm Beach, FL 33409

Erik Lembcke (CRD# 5953894) is an Investment Advisor Representative working at Urs Advisory in West Palm Beach, FL and has over 12 years of experience in the finance industry.

2
Julia Lembcke, financial advisor West Palm Beach FL
Julia G. Lembcke
CRD#: 6430148
2247 Palm Beach Lakes Boulevard, Suite 106, West Palm Beach, FL 33409

Julia Lembcke (CRD# 6430148) is an Investment Advisor Representative working at Urs Advisory in West Palm Beach, FL and has over 10 years of experience in the finance industry.

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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