Urban Investment Advisors, Inc.,
● SEC registered since 2015CRD 222524SEC# 801-103474Mill Valley, CA
Reg. AUM
$2.45B
Employees
3
Accounts
12
Location
Mill Valley, CA
Urban Investment Advisors, Inc., assets under management
Urban Investment Advisors, Inc., is an SEC-registered investment adviser based in Mill Valley, CA. The firm has been registered since 2015. It reports $2.5 billion in regulatory assets under management and employs 3 people.
Urban Investment Advisors, Inc., owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dana Abigail Urban Control | Sole Owner | Over 75% | 2015 |
| Rachel Therese Urban | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Urban Investment Advisors, Inc., manage?
Urban Investment Advisors, Inc., reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Urban Investment Advisors, Inc., have?
Urban Investment Advisors, Inc., reports 3 employees.
Where is Urban Investment Advisors, Inc., located?
Urban Investment Advisors, Inc., is based in Mill Valley, CA and has been SEC-registered since 2015.
Does Urban Investment Advisors, Inc., disclose fund performance?
Urban Investment Advisors, Inc., is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Belvedere Place, Suite 200, Mill Valley, CA 94941 |
| Phone | 415-461-8600 |
| Office hours | 9:00-5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.45B▼ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$2.45Bregulatory AUM
Discretionary $0Non-discretionary $2.45B