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URBAN FINANCIAL ADVISORY CORP

Advisory

N·CHICAGO, IL

Data as of Sep 25, 2024 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+8.1%
3-Year CAGR
-1.4%
Employees
14
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.2B
Non-Discretionary AUM$99M
Discretionary %92.3%
Total Clients256
Team
Total Employees14
Investment Advisers15
Employee Growth (1Y)-14.3%
Filing History
Total Filings on Record37
First FilingApr 19, 2001
Latest FilingSep 25, 2024
🔒 Full AUM trend chart and 37 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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