Urban Financial Advisory Corporation

  • Investment Bank/Securities Brokerage
  • Chicago IL
  • 12 employees
  • Consumer Goods
Get Full Info

Company Overview

Website
ufinadv.com
Phone
(312) 379-0150
Employees
12
Founded in
1990
Industry
Investment Bank/Securities Brokerage
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
More Details

Financials & Stats

Revenue

$33B

More Financials

Recent News & Media

First Quarter, 2025 Economic and Market Commentary

  • Apr 30, 2025
  • ufinadv.com

Steven D. Urban - Urban Financial Advisory Corporation

  • Nov 2, 2024
  • linkedin.com

Form CRS: Client Relationship Summary

  • Sep 30, 2024
  • ufinadv.com

URBAN FINANCIAL ADVISORY CORPORATION - Investment Adviser Firm

  • Feb 29, 2020
  • adviserinfo.sec.gov

Cassidy Ballard - Financial and Tax Analyst - Urban Financial Advisory Corporation

  • Sep 28, 2019
  • linkedin.com

Urban Financial Advisory

  • Mar 28, 2019
  • yelp.com

Who is Urban Financial Advisory Corporation

Urban Financial Advisory Corporation (UFAC) is an independent financial planning and investment advisory firm headquartered in Chicago, Illinois. Founded in 1990, UFAC employs 12 individuals and generates $33 million in annual revenue. UFAC primarily serves mid-to-high net worth individuals across the United States and internationally. Their clients seek objective financial planning and investment advice, often choosing UFAC's unbiased, unaffiliated services. UFAC provides a comprehensive suite of financial planning services, including financial planning, tax planning and compliance, estate and trust planning, and investment advisory services. Setting itself apart, UFAC operates on a fee-only basis, meaning clients pay solely for the specific services they require. This structure ensures objectivity and neutrality, eliminating conflicts of interest that can arise from commissions or load fees on investment products. Unlike firms that offer financial planning services for free to attract clients for investment advisory, UFAC's pricing model prioritizes transparency and fairness. Interested parties can learn more about Urban Financial Advisory Corporation's services by visiting their website at ufinadv.com.

Company Leadership

Jennifer Nartey

Office Manager/Controller

Phone Email

Urban Financial Advisory Corporation Tech Stack

JavaScript
HTML
Twitter
View All Tech Stack

FAQ

What is the location of Urban Financial Advisory Corporation's headquarters?
The headquarters of Urban Financial Advisory Corporation are situated at 221 N Lasalle Street Suite 764, Chicago IL
What is Urban Financial Advisory Corporation's phone number?
Urban Financial Advisory Corporation's contact number is (312) 379-0150.
What is Urban Financial Advisory Corporation's official website?
The official website of Urban Financial Advisory Corporation can be found at ufinadv.com.
What is Urban Financial Advisory Corporation's current revenue?
As of February 2019, Urban Financial Advisory Corporation's annual revenue reached $33B.
How many employees does Urban Financial Advisory Corporation currently have?
Urban Financial Advisory Corporation employs approximately 12+ people as of February 2019
Which industries is Urban Financial Advisory Corporation primarily operating in?
Urban Financial Advisory Corporation operates in the following industries: Consumer, Consumer Goods
Who is the Office Manager/Controller of Urban Financial Advisory Corporation?
Urban Financial Advisory Corporation's Office Manager/Controller is Jennifer Nartey
When was Urban Financial Advisory Corporation founded?
Urban Financial Advisory Corporation was founded in 1990.

Employee Directory

Key Employees

Steven Urban

President

Phone Email

Nathaniel Urban

Financial and Systems Analyst

Phone Email