Get started
LP Profile

Urban Financial Advisory

Also known as urban financial advisory

Wealth ManagerChicago, United StatesFounded 1990
Chicago
Headquarters
Get Contact Details Website
Investment Focus

About Urban Financial Advisory

Urban Financial Advisory is a wealth manager based in Chicago, US. Founded in 1990.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Urban Financial Advisory from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.3B
Total Clients
965
Filing Date
September 25, 2025
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Urban Financial Advisory across SEC, IRS, DOL and international registers — newest first.

13F
Urban Financial Advisory Corp
Aug 6, 2026 · 2026 Q2
$362.9M
13F
Urban Financial Advisory Corp
May 8, 2026 · 2026 Q1
$282.9M
FORM ADV
URBAN FINANCIAL ADVISORY CORPORATION
Sep 25, 2025
$1.3B

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Wealth Managers in United StatesAll Wealth ManagersLimited Partners in ChicagoLimited Partners in United StatesLP Database
More Investors

Related Wealth Managers in United States

Northern Trust Wealth Management
Chicago, United States
$1300.0B AUM
AB Custom Alternative Solutions
Nashville, United States
$829.0B AUM
Allspring Global Investments
Charlotte, United States
$550.0B AUM
Apella Wealth
West Hartford, United States
$384.0B AUM
Morgan Stanley Private Wealth Management
Purchase, United States
$369.7B AUM
CAPTRUST Financial Advisors
Raleigh, United States
$360.0B AUM
FAQ

Frequently asked questions

What type of investor is Urban Financial Advisory?

Urban Financial Advisory is a wealth manager based in Chicago, United States.

Where is Urban Financial Advisory headquartered?

Urban Financial Advisory is headquartered in Chicago, United States.

When was Urban Financial Advisory founded?

Urban Financial Advisory was founded in 1990.

How can I contact Urban Financial Advisory?

Verified contact details, key decision-makers, and investment preferences for Urban Financial Advisory are available on LPbacked. Create a free account to access them.