Urban Wealth Management
Urban Wealth Management (CRD# 285633) is a financial advisory firm headquartered in El Segundo, CA. They manage $188,957,457 in 802 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management189MILLION
-
Total Number of Accounts802ACCOUNTS
-
Average Account Value$235,608
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, LA, NV, OR, TX, WA
April Charles (CRD# 4156837) is an Investment Advisor Representative working at Urban Wealth Management in El Segundo, CA and has over 20 years of experience in the finance industry.
Rene Nourse (CRD# 1006530) is an Investment Advisor Representative working at Urban Wealth Management in El Segundo, CA and has over 38 years of experience in the finance industry.
Roxana Solorzano (CRD# 2666880) is an Investment Advisor Representative working at Urban Wealth Management in El Segundo, CA and has over 25 years of experience in the finance industry.