Urban Financial Advisory Corporation

United States · 12 Employees
Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois. UFAC's clients are generally mid to high net worth individuals seeking financial planning and investment advice from an objective, unaffiliated service. The firm services clients located across the United States as well as several residing overseas. UFAC offers its clients a comprehensive array of planning services including financial planning, tax planning and compliance services, and estate and trust planning and administration. The firm also provides its clients objective investment advisory services. UFAC does not sell insurance or annuities, nor does it receive any commission or load on any investment product. All services are rendered on an unbundled, fee-only basis to ensure objectivity and neutrality in delivery. This means the client pays only for planning and advisory services required. Financial planning services are not rendered for "free" in hopes the firm will be retained for investment advisory services. Further, investment advisory fees are priced to efficiently cover their costs of delivery and not to subsidize marketing efforts or planning services to others.

概述

国家 United States
成立时间 1990
总部 221 N La Salle St, Chicago, Illinois, USA, 60601
电话号码 +1 312-379-0150
网站 http://www.ufinadv.com
LinkedIn http://www.linkedin.com/company/urban-financial-advisory-corp
Twitter
Facebook
员工数 12
行业 investment management,
简介 Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois. UFAC's clients are generally mid to high net worth individuals seeking financial planning and investment advice from an objective, unaffiliated service. The firm services clients located across the United States as well as several residing overseas. UFAC offers its clients a comprehensive array of planning services including financial planning, tax planning and compliance services, and estate and trust planning and administration. The firm also provides its clients objective investment advisory services. UFAC does not sell insurance or annuities, nor does it receive any commission or load on any investment product. All services are rendered on an unbundled, fee-only basis to ensure objectivity and neutrality in delivery. This means the client pays only for planning and advisory services required. Financial planning services are not rendered for "free" in hopes the firm will be retained for investment advisory services. Further, investment advisory fees are priced to efficiently cover their costs of delivery and not to subsidize marketing efforts or planning services to others.

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常见问题

Urban Financial Advisory Corporation 在哪里?

Urban Financial Advisory Corporation 的总部位于 221 N La Salle St, Chicago, Illinois, USA, 60601

Urban Financial Advisory Corporation 的电话号码是多少?

Urban Financial Advisory Corporation 的电话号码是 +1 312-379-0150

Urban Financial Advisory Corporation 的官方网站是什么?

Urban Financial Advisory Corporation 的公司官方网站是 http://www.ufinadv.com

Urban Financial Advisory Corporation 是做什么的?

Urban Financial Advisory Corporation 的业务有哪些?

Urban Financial Advisory Corporation 的年收入是多少?

Urban Financial Advisory Corporation 的收入是 21246000美元

Urban Financial Advisory Corporation 有多少员工?

Urban Financial Advisory Corporation 有 12 名员工

Urban Financial Advisory Corporation 属于哪个行业?

Urban Financial Advisory Corporation 从事以下行业: investment management

Urban Financial Advisory Corporation 使用什么技术?

Urban Financial Advisory Corporation 使用的一些流行技术包括: Mobile Friendly,Outlook,Typekit

如何联系 Urban Financial Advisory Corporation?

Urban Financial Advisory Corporation 联系信息: 电话号码:+1 312-379-0150, 网站:http://www.ufinadv.com, 邮箱:sur***@***.com

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Urban Financial Advisory Corporation 是一家上市公司吗?

不是

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员工

Nathaniel Urban

Financial and Systems Analyst

Michael Danehl

Financial & Tax Advisor

George Kako

Tax and Financial Analyst

Ryan Silberman

Junior Financial and Tax Analyst

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