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URBAN INVESTMENT ADVISORS
LARKSPUR, CA
415-461-8600
SEC #801-103474Total AUM
$2.5B
Employees
3Clients
4Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
700 LARKSPUR LANDING CIRCLE
SUITE 199
LARKSPUR
CA 94939
United States
SUITE 199
LARKSPUR
CA 94939
United States
Operating Hours
9:00-5:00
Monday - Friday
Monday - Friday
Phone
415-461-8600
Other Offices
1
Financials
Total AUM
$2.5B
Accounts
12Discretionary
$0
Accounts
0Non-Discretionary
$2.5B
Accounts
12
Clients
HNW Individual Clients
1AUM
$117.3M
Pension/Profit Sharing Plan Clients
1AUM
$918.1M
Investment Advisor Clients
1AUM
$346.7M
Corporation or Business Clients
1AUM
$1.1B
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SPECIFIED MANAGEMENT SERVICES (ON REQUEST)
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.