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URBAN FINANCIAL ADVISORY CORPORATION
URBAN FINANCIAL ADVISORY CORP
CRD 110057 · SEC 801-47160
221 N. LA SALLE ST., SUITE 764, CHICAGO, IL, 60601, United States
Phone
312-379-0150
Fax
312-379-0366
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.28B
Discretionary AUM
$1.18B
Team
15 total employees; 14 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-09-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $28.4M |
| High net worth individuals | 163 | $1.19B |
| Pension/profit sharing plans | 1 | $2.9M |
| Charitable organizations | 1 | $883K |
| Corporations/business entities | 4 | $51.1M |
States served
IL
All web addresses on file
Official SEC filing: View on IAPD