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⚲
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| Urban Financial Advisory Corp
✚
|
|
|---|---|
| CRD # | 110057 |
| SEC # | 801-47160 |
| CIK # | 0002005378 |
| AUM | $1.3 B (2025-09-25) |
| Employees | 15 (93% Investors, 0% Brokers) |
| Phone | 312-379-0150 |
| Address | 221 N La Salle St Chicago, IL 60601 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 28.4 |
| (b) Individuals (high net worth individuals) | 163 | 1,192.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.9 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 51.1 |
| (n) Other | 0 | 0.0 |
| Total | 965 | 1,275.4 |
| By Discretionary | ||
| Discretionary | 796 | 1,176.7 |
| Non-Discretionary | 169 | 98.7 |
| Total | 965 | 1,275.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,275.4 | |
| Total | 965 | 1,275.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002005378] |
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