URBAN INNOVATION MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
325983
Registered since
March 29, 2023

Firm profile

FINTRX

Overview

Urban Innovation Management LLC is a privately held limited liability company that registered with the SEC in 2023. The firm is owned by an individual and is positioned as an active sponsor and general partner, serving as the managing member of pooled investment vehicles. The available profile classifies the adviser as unclassified and indicates it does not present itself as a capital allocator, pension consultant, or multi-state adviser, and it is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Clara Brenner

    Co-Founder and Managing PartnerCRD 6690572

  • Julia Lein

    Managing Partner & Co-FounderCRD 6690575

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
548 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth