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Urban Financial Advisory Corp

● SEC registered since 1994CRD 110057SEC# 801-47160Chicago, IL
Export (members)
Reg. AUM
$1.28B
Employees
15
Accounts
965
Location
Chicago, IL

Urban Financial Advisory Corp assets under management

Urban Financial Advisory Corp is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 1994. It reports $1.3 billion in regulatory assets under management and employs 15 people.
www.ufinadv.comView on SEC.gov ↗

Urban Financial Advisory Corp owners & executives

3 reported
NameTitleOwnershipSince
Jeremy A AnderPrincipal5-10%2023
Lisa J SherwoodPrincipal5-10%2023
Steven Douglas Urban ControlPresident/Chief Compliance OfficerOver 75%1990

Frequently asked questions

How much does Urban Financial Advisory Corp manage?

Urban Financial Advisory Corp reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Urban Financial Advisory Corp have?

Urban Financial Advisory Corp reports 15 employees.

Where is Urban Financial Advisory Corp located?

Urban Financial Advisory Corp is based in Chicago, IL and has been SEC-registered since 1994.

Does Urban Financial Advisory Corp disclose fund performance?

Urban Financial Advisory Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address221 N. la Salle St., Suite 764, Chicago, IL 60601
Phone312-379-0150
Fax312-379-0366
Office hours7 a.m. To 6 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2005378
Discloses disciplinary historyNo

Assets under management

Discretionary$1.18B
Non-discretionary$98.7M
Total (RAUM)$1.28B