Urban Financial Advisory Corporation
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
FINTRXOverview
Urban Financial Advisory Corporation is an independent, SEC‑registered registered investment adviser that has been operating since 1994. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses and institutional entities. Urban Financial charges fees based on a percentage of assets under management and also uses hourly and fixed fee arrangements. The firm lists “Accountant” among its business activities and is not identified as an active ESG investor or as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities24%
- State & Local Bonds9%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents5%
Contacts
3 of 4
Andrew Kitay
Financial and Tax AdvisorCRD 8233902
Jeremy Ander
Financial and Tax AdvisorCRD 7989098
Lisa Sherwood
Financial and Tax AdvisorCRD 7989103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$377M in ETFs
94%
$353M
0%
$24.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $101M | 135,251 | 26.82% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 33 N La Salle St
- Time zone
- CT (UTC-6)
- Office locations
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