Urban Investment Advisors

RIASEC RegisteredEst. 2015

Total AUM

$2.5B

Discretionary

0% of AUM

Avg account

$204M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Mill Valley, California
CRD number: 222524
Registered since: July 24, 2015
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses43.63%
Pension & Profit Sharing Plans37.45%
Other Investment Advisers14.14%
HNWI4.78%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Urban Investment Advisors is a corporation that registered with the SEC in 2015 and is owned by an individual. The firm identifies as a capital allocator and provides advisory services across individual and institutional clients. Its stated advisory activities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. Urban Investment Advisors also holds an industry affiliation as a real estate broker. The firm reports a mixed fee model that can include a percentage-of-AUM fee, fixed fees, and performance-based compensation. It does not list itself as an active ESG investor or a multistate adviser.