URBAN INVESTMENT ADVISORS, INC.,
Legal name: URBAN INVESTMENT ADVISORS
CRD #222524 SEC #801-103474 LARKSPUR, CA 415-461-8600
SEC Registered
Total AUM
$2.6B
Discretionary
$0
Employees
3
Clients
0
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $2.6B | $0 | $2.6B | 3 | 0 |
| Mar 2024 | $2.5B | $0 | $2.5B | 3 | 1 |
| Feb 2023 | $1.7B | $0 | $1.7B | 3 | 1 |
| Jan 2022 | $598.6M | $0 | $598.6M | 3 | 1 |
| Oct 2021 | $605M | $0 | $605M | 3 | 1 |
| Mar 2021 | $605M | $0 | $605M | 3 | 1 |
| Mar 2020 | $539.2M | $0 | $539.2M | 3 | 2 |
| Mar 2019 | $488.8M | $0 | $488.8M | 3 | 1 |
| Mar 2018 | $547M | $79.9M | $467.2M | 3 | 1 |
| Feb 2017 | $537.5M | $78.8M | $458.7M | 3 | 1 |
| Mar 2016 | $519.2M | $59.1M | $460.1M | 3 | 1 |
| Jul 2015 | $524.5M | $524.5M | $0 | 3 | 1 |
DateFeb 2025
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees3
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees3
Clients1
DateFeb 2023
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees3
Clients1
DateJan 2022
Total AUM$598.6M
Discretionary$0
Non-Disc.$598.6M
Employees3
Clients1
DateOct 2021
Total AUM$605M
Discretionary$0
Non-Disc.$605M
Employees3
Clients1
DateMar 2021
Total AUM$605M
Discretionary$0
Non-Disc.$605M
Employees3
Clients1
DateMar 2020
Total AUM$539.2M
Discretionary$0
Non-Disc.$539.2M
Employees3
Clients2
DateMar 2019
Total AUM$488.8M
Discretionary$0
Non-Disc.$488.8M
Employees3
Clients1
DateMar 2018
Total AUM$547M
Discretionary$79.9M
Non-Disc.$467.2M
Employees3
Clients1
DateFeb 2017
Total AUM$537.5M
Discretionary$78.8M
Non-Disc.$458.7M
Employees3
Clients1
DateMar 2016
Total AUM$519.2M
Discretionary$59.1M
Non-Disc.$460.1M
Employees3
Clients1
DateJul 2015
Total AUM$524.5M
Discretionary$524.5M
Non-Disc.$0
Employees3
Clients1