How does the advisor help clients – Key Takeaways:
Urban Fund Management, LLC provides financial advisory services to clients seeking expert guidance in managing their finances. They offer a wide range of services including portfolio management, investment planning, and retirement planning. With their extensive knowledge and experience in the financial industry, clients can trust that they will receive sound advice and customized solutions to meet their financial goals.
Facts and Insights
Urban Fund Management, LLC was founded in 2005 and is based in New York City. As of 2021, they have over $1 billion in assets under management and a team of 20 experienced advisors. With a focus on providing personalized and comprehensive financial planning, Urban Fund Management, LLC has earned a reputation as a trusted and reliable financial advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 2005 | Over $1 billion | 20 |
Financial Services Offered
Urban Fund Management, LLC offers a diverse range of financial services to meet their clients’ individual needs. These services include:
- Investment management and planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Urban Fund Management, LLC works with a variety of clients, including individuals, families, and small business owners. They are dedicated to providing personalized services to help each client achieve their unique financial goals.
Fees & Compensation
Urban Fund Management, LLC typically charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with their clients’ and they will work diligently to maximize investment returns. They do not receive any commissions or compensation from third parties, allowing them to provide unbiased advice to their clients.
Background
The team at Urban Fund Management, LLC has a wealth of experience and expertise in the financial industry. They are highly trained and continuously stay updated on the latest market trends and investment strategies. Their aim is to provide clients with the tools and knowledge necessary to make informed financial decisions and build a secure future.
Financial Advisor Disclosures to Know
Urban Fund Management, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means they have a fiduciary duty to act in the best interests of their clients and must disclose any potential conflicts of interest. They have a clean record with no previous disciplinary actions and are committed to maintaining a high level of transparency and integrity in their services.