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Joseph Daniel Flom

URBANAMERICA PRINCIPALS, LLC·ADDISON, Texas
Unclaimed Profile
15601 DALLAS PARKWAY, ADDISON, TX 75001CRD# 1042172Firm CRD# 152648
01

About

Joseph Daniel Flom is a registered financial advisor based in ADDISON, Texas, affiliated with URBANAMERICA PRINCIPALS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
URBANAMERICA PRINCIPALS, LLC
URBANAMERICA PRINCIPALS, LLC
AUM
$463M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at URBANAMERICA PRINCIPALS, LLC →
Services
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Other: REIMBURSED FOR COSTS INCURRED IN PERFORMING ADVISORY SERVICES
Regulatory
SEC/IARD CRD# 1042172
Firm CRD# 152648
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph Daniel Flom offer?
Joseph Daniel Flom is a registered financial advisor in ADDISON, Texas. Contact their office for details on services offered.
What are Joseph Daniel Flom's credentials?
Joseph Daniel Flom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Daniel Flom located?
Joseph Daniel Flom is based in ADDISON, Texas, working with URBANAMERICA PRINCIPALS, LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does Joseph Daniel Flom charge for services?
Joseph Daniel Flom's firm is compensated through percentage of aum, other: reimbursed for costs incurred in performing advisory services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is URBANAMERICA PRINCIPALS, LLC?
URBANAMERICA PRINCIPALS, LLC has approximately 3 employees and manages $463M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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