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Building 2URBAN FINANCIAL ADVISORY CORPORATION

Map pinCHICAGO, IL
Phone312-379-0150
NotebookSEC #801-47160
Total AUM
$1.3B
Employees
15
Clients
256

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
221 N. LA SALLE ST.
SUITE 764
CHICAGO
IL 60601
United States
Operating Hours
7 A.M. TO 6 P.M.
Monday - Friday
Phone
312-379-0150

ReceiptFinancials

Total AUM
$1.3B
Accounts
965
Discretionary
$1.2B
Accounts
796
Non-Discretionary
$98.7M
Accounts
169

ContactClients

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Individual Clients
87
AUM
$28.4M
HNW Individual Clients
163
AUM
$1.2B
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Charitable Organization Clients
1
AUM
$882.8K
Corporation or Business Clients
4
AUM
$51.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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