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URS ADVISORY
URS ADVISORY LLC
CRD 289892 · SEC 801-136079
4425 N MILITARY TRAIL, SUITE 208, JUPITER, FL, 33458, United States
Phone
561-594-0100
Fax
561-584-6892
Registration
— (—)
Source
State registered
Total AUM
$175.8M
Discretionary AUM
$175.8M
Team
5 total employees; 2 advisory reps; 20 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $48.4M |
| High net worth individuals | 52 | $127.4M |
All web addresses on file
Official SEC filing: View on IAPD