|
⚲
|
| URS Advisory LLC
✚
|
|
|---|---|
| CRD # | 289892 |
| SEC # | 801-136079 |
| CIK # | 0002111352 |
| AUM | $175.8 M (2026-05-04) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 561-594-0100 |
| Address | 4425 N Military Trail Jupiter, FL 33458 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 1.6 | ||
| iShares Silver Trust | 1.0 | ||
| Johnson & Johnson | 0.5 | ||
| United Technologies Corp /DE/ | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 48.4 |
| (b) Individuals (high net worth individuals) | 52 | 127.4 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 503 | 175.8 |
| By Discretionary | ||
| Discretionary | 503 | 175.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 503 | 175.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.8 | |
| Total | 503 | 175.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111352] |
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|---|---|---|
|
McLaughlin Asset Management Inc
✚
|
IL | 0.2 |
|
Pacifica Wealth Advisors Inc
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|
0.2 | |
|
SFI Advisors LLC
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NJ | 0.2 |
|
The Money Men Inc
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NY | 0.2 |
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Fellowship Investment Advisors LLC
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|
FL | 0.2 |
|
Toptier Wealth Management
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|
0.2 | |
|
Preserver Partners LLC
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|
TN | 0.2 |
|
Macke Financial Advisory Group Inc
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|
FL | 0.2 |
|
Hill Country Retirement Solutions LLC
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|
TX | 0.2 |
|
TLW Wealth Management LLC
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|
0.2 |