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| Keyboard |
| Urban Investment Advisors Inc
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|---|---|
| CRD # | 222524 |
| SEC # | 801-103474 |
| CIK # | |
| AUM | 2,451.7 M (2026-06-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-461-8600 |
| Address | 1 Belvedere Place Mill Valley, CA 94941 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.1 |
| (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 | 0 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.3 |
| (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 | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 2.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 12 | 2.5 |
| Total | 12 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 12 | 2.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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NY | 2,463.7 M |
|
McInroy & Wood Limited
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2,459.3 M | |
|
Relyea Zuckerberg Hanson LLC
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|
CT | 2,448.6 M |
|
Silver Oak Securities Incorporated
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|
TN | 2,448.3 M |
|
Retirement Resources Investment Corporation
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|
MA | 2,444.6 M |
|
Michaud Capital Management LLC
✚
|
CO | 2,444.3 M |
|
Guyasuta Investment Advisors Incorporated
✚
|
PA | 2,437.5 M |
|
Manitou Investment Management Ltd
✚
|
2,422.3 M |