URBAN FUND MANAGEMENT, LLC

PLANO, Texas·4 registered advisors·CRD# 167491
SEC# 801-786480972-543-8812
01

Firm Overview

AUM
$808M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: AFFILIATE GENERAL, ADMINISTRATIVE, AND OPERATOR EXPENSE PASS-THR
03

Specialties

Retirement Planning
04

Advisors at URBAN FUND MANAGEMENT, LLC

4 registered advisors
Fred Newton Diem
PLANO, Texas
Jeffrey Lyndon Wheatley
PLANO, Texas
Matthew Thomas Kirby
PLANO, Texas
Michael Lee Mercer
PLANO, Texas
05

Office Locations

PLANO, Texas
4 advisors

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Data sourced from SEC Form ADV filings. URBAN FUND MANAGEMENT, LLC (CRD# 167491) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.