URBAN INVESTMENT ADVISORS

URBAN INVESTMENT ADVISORS, INC.,

CRD 222524 · SEC 801-103474

Visit website

700 LARKSPUR LANDING CIRCLE, SUITE 199, LARKSPUR, CA, 94939, United States

Phone

415-461-8600

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.45B

Discretionary AUM

Team

3 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-09

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersSPECIFIED MANAGEMENT SERVICES (ON REQUEST)

States served

All web addresses on file

https://www.urbaninv.com/
https://www.linkedin.com/company/59673623

Official SEC filing: View on IAPD