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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Urban, Rachel, Therese | I | CHIEF COMPLIANCE OFFICER | NA | |
| Urban, Rachel, Therese | I | CHIEF COMPLIANCE OFFICER | NA | |
| Urban, Rachel, Therese | I | CHIEF COMPLIANCE OFFICER | NA | |
| Urban, Rachel, Therese | I | CHIEF COMPLIANCE OFFICER | NA | |
| URBAN, DANA, ABIGAIL | I | CCO AND SOLE OWNER | E | Control |
| URBAN, DANA, ABIGAIL | I | CCO AND SOLE OWNER | E | Control |
| URBAN, DANA, ABIGAIL | I | CCO AND SOLE OWNER | E | Control |
| URBAN, DANA, ABIGAIL | I | CCO AND SOLE OWNER | E | Control |
| URBAN, DANA, ABIGAIL | I | CCO AND SOLE OWNER | E | Control |
| URBAN, DANA, ABIGAIL | I | CCO AND SOLE OWNER | E | Control |
| URBAN, DANA, ABIGAIL | I | CCO AND SOLE OWNER | E | Control |
| URBAN, DANA, ABIGAIL | I | SOLE OWNER | E | Control |
| URBAN, DANA, ABIGAIL | I | CCO AND SOLE OWNER | E | Control |
| URBAN, DANA, ABIGAIL | I | SOLE OWNER | E | Control |
| URBAN, DANA, ABIGAIL | I | SOLE OWNER | E | Control |
| URBAN, DANA, ABIGAIL | I | SOLE OWNER | E | Control |
Registrations
Federal
IA
Feb 24, 2025 REGISTERED
Notice Filings (1)
CA
Address
700 LARKSPUR LANDING CIRCLESUITE 199
LARKSPUR, CA 94939
United States
Phone: 415-461-8600