Urban Financial Advisory Corporation

EST. AUM
$1,493,295,703

CONTACTS
4

CLIENT ACCOUNTS
1,060

Firm Details

Metro area Chicago
CRD Number 110057
Website ufinadv.com
Client types

Overview

Urban Financial is a $1.1B RIA in Chicago. They approach client portfolios through a growth lens and mainly use mutual funds on the equity side. They call this the model growth component. They do invest in real estate and fixed income as well. Dan Huh is a key analyst to contact.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Urban Financial Advisory Corporation

Platform Details

Investment Preferences

Alternative Activity

Address

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