URBAN FINANCIAL ADVISORY CORPORATION

RIASEC RegisteredEst. 1994

Total AUM

$1.3B

Discretionary

$1.2B

92% of AUM

Avg account

$1.3M

Accounts

965

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 110057
Registered since: August 3, 1994
Website: www.ufinadv.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.47%
Corporations / Businesses4.01%
Individuals2.23%
Pension & Profit Sharing Plans0.23%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Urban Financial Advisory Corporation is an independent registered investment adviser in operation since 1994 and owned by an individual proprietor. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management services for individuals, small businesses, and larger institutional entities. Its billing includes asset-based fees alongside hourly and fixed-fee arrangements, reflecting a mix of ongoing advisory relationships and project-based work. The firm lists accounting as one of its business activities and maintains industry ties with a law firm, suggesting integrated tax and legal referral capabilities for client engagements. Urban Financial is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor.