Facts and Insights
Urban Land Capital, LLC is a leading financial consulting firm that provides expert guidance and solutions to clients looking to grow their wealth. As a boutique firm, they specialize in real estate and investment strategies for clients in the urban landscape. With a team of experienced advisors, they are committed to helping clients achieve their financial goals.
About Urban Land Capital, LLC
Urban Land Capital, LLC was founded in 2008 and has since grown into a well-respected firm in the financial industry. With over a decade of experience, their advisors have a wealth of knowledge and insights to offer to their clients.
How does the advisor help clients – Key Takeaways:
- Expert guidance on real estate and investment strategies
- Personalized financial solutions based on individual goals and risk tolerance
- Management of assets to maximize growth and minimize risk
- Continuous support and communication to keep clients informed and involved
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 13 years |
Financial Services Offered
- Investment Management
- Wealth Planning
- Real Estate Consulting
- Tax Planning
- Estate Planning
Client Types
Urban Land Capital, LLC works with a variety of clients, including:
- Individuals
- High-net-worth individuals
- Family offices
- Trusts
- Foundations
Fees & Compensation
Urban Land Capital, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the advisor’s interests are aligned with those of the client, as the more the client’s assets grow, the more the advisor earns.
Background
The team at Urban Land Capital, LLC has a diverse background with years of experience in the financial industry. Their advisors hold various certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), among others. Continuing education and staying current on industry trends is also a top priority for the team.
Financial Advisor Disclosures to Know
- Urban Land Capital, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- There are no legal or disciplinary events in the past 10 years involving the firm or its employees.
- Clients can access Urban Land Capital, LLC’s Form ADV disclosure document for more information.