|
⚲
|
| Urban Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 222524 |
| SEC # | 801-103474 |
| CIK # | |
| AUM | $1.7 BB (2023-02-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-461-8600 |
| Address | 700 Larkspur Landing Circle Larkspur, CA 94939 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 231.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 705.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 331.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 473.6 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 1,741.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 11 | 1,741.3 |
| Total | 11 | 1,741.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,741.3 | |
| Total | 11 | 1,741.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JAG Capital Management LLC
✚
|
MO | 1.8 |
|
Arbion Limited
✚
|
1.8 | |
|
The Edgar Lomax Company
✚
|
VA | 1.8 |
|
Compass Capital Management Inc
✚
|
MN | 1.8 |
|
John F Suby Wealth Management LLC
✚
|
WI | 1.8 |
|
Comperio Retirement Consulting Inc
✚
|
NC | 1.7 |
|
Parcion Private Wealth LLC
✚
|
WA | 1.7 |
|
Acropolis Investment Management LLC
✚
|
MO | 1.7 |
|
Resolute Advisors LLC
✚
|
CA | 1.7 |
|
Lutz Financial Services LLC
✚
|
NE | 1.7 |