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URS Advisory LLC

EST. AUM
$200,312,614

CONTACTS

CLIENT ACCOUNTS
536

Firm Details

Metro area West Palm Beach
CRD Number 289892
Website ursadvisory.com
Client types

Overview

URS Advisory is an independent, fee-only wealth management and Registered Investment Advisory (RIA) firm based in Florida. The firm’s investment approach is characterized by an "evidence-based" philosophy, relying on decades of academic research and market data rather than speculation or market timing. Their strategy prioritizes low-cost, broadly diversified portfolios designed to capture market returns across various asset classes while minimizing unnecessary risk. As a fiduciary, the firm operates without commissions or hidden fees, focusing on the long-term stewardship of wealth for a select group of individuals and families.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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