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Jeffrey Lyndon Wheatley

URBAN FUND MANAGEMENT, LLC·PLANO, Texas
Unclaimed Profile
1000 EAST 14TH STREET, PLANO, TX 75074CRD# 7895220Firm CRD# 167491
01

About

Jeffrey Lyndon Wheatley is a registered financial advisor based in PLANO, Texas, affiliated with URBAN FUND MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
URBAN FUND MANAGEMENT, LLC
URBAN FUND MANAGEMENT, LLC
AUM
$808M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at URBAN FUND MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: AFFILIATE GENERAL, ADMINISTRATIVE, AND OPERATOR EXPENSE PASS-THR
Regulatory
SEC/IARD CRD# 7895220
Firm CRD# 167491
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Lyndon Wheatley offer?
Jeffrey Lyndon Wheatley specializes in Retirement Planning. Contact their office in PLANO, Texas for a consultation.
What are Jeffrey Lyndon Wheatley's credentials?
Jeffrey Lyndon Wheatley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lyndon Wheatley located?
Jeffrey Lyndon Wheatley is based in PLANO, Texas, working with URBAN FUND MANAGEMENT, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Jeffrey Lyndon Wheatley charge for services?
Jeffrey Lyndon Wheatley's firm is compensated through percentage of aum, performance-based fees, other: affiliate general, administrative, and operator expense pass-thr. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is URBAN FUND MANAGEMENT, LLC?
URBAN FUND MANAGEMENT, LLC has approximately 2 employees and manages $808M 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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