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Urban Investment Advisors, Inc.,

● SEC registered since 2015CRD 222524SEC# 801-103474Larkspur, CA
Export (members)
Reg. AUM
$2.56B
Employees
3
Accounts
12
Location
Larkspur, CA

Urban Investment Advisors, Inc., assets under management

Urban Investment Advisors, Inc., is an SEC-registered investment adviser based in Larkspur, CA. The firm has been registered since 2015. It reports $2.6 billion in regulatory assets under management and employs 3 people.

Urban Investment Advisors, Inc., owners & executives

2 reported
NameTitleOwnershipSince
Dana Abigail Urban ControlSole OwnerOver 75%2015
Rachel Therese UrbanChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Urban Investment Advisors, Inc., manage?

Urban Investment Advisors, Inc., reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Urban Investment Advisors, Inc., have?

Urban Investment Advisors, Inc., reports 3 employees.

Where is Urban Investment Advisors, Inc., located?

Urban Investment Advisors, Inc., is based in Larkspur, CA and has been SEC-registered since 2015.

Does Urban Investment Advisors, Inc., disclose fund performance?

Urban Investment Advisors, Inc., is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address700 Larkspur Landing Circle, Suite 199, Larkspur, CA 94939
Phone415-461-8600
Office hours9:00-5:00
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$2.56B
Total (RAUM)$2.56B