Company Overview
- Website
- ufinadv.com
- Phone
- (312) 379-0150
- Employees
- 12
- Founded in
- 1990
- Industry
- Investment Bank/Securities Brokerage
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$33B
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.