Urban Financial Advisory Corporation Employee Directory

Investment ManagementIllinois, United States11-50 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.

Find Urban Financial Advisory Corporation employees' phone numbers or email addresses

Urban Financial Advisory Corporation Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Urban Financial Advisory Corporation's Leadership

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    J. A.
    Financial And Tax Advisor
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  • Stylized image of a person
    M. G.
    Financial Planning Analyst
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  • Stylized image of a person
    P. G.
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  • Stylized image of a person
    P. G.
    Financial Tax And Estate Planning Analyst
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Contact profiles from Urban Financial Advisory Corporation

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. A.
    Financial And Tax Advisor
    Phone icon
    Mar 04, 2024
  • Stylized image of a person
    M. G.
    Financial Planning Analyst
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    UNITED STATES
    May 05, 2024
  • Stylized image of a person
    P. G.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    P. G.
    Financial Tax And Estate Planning Analyst
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Urban Financial Advisory Corporation known for?

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Urban Financial Advisory Corporation was founded in 1990 operates in the Investment Management industry. The company's main headquarters is located in 221 North Lasalle Street, Suite 764. Explore Urban Financial Advisory Corporation's company overview page for more information.

What is Urban Financial Advisory Corporation's most common email format?

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Urban Financial Advisory Corporation employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Urban Financial Advisory Corporation email formats with LeadIQ.

How many employees does Urban Financial Advisory Corporation have currently?

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Urban Financial Advisory Corporation has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Urban Financial Advisory Corporation's key employees and leadership?

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As of December 2025, Urban Financial Advisory Corporation's key employees include:

  • Financial And Tax Advisor: J. A.
  • Financial Planning Analyst: M. G.
  • : P. G.
  • Financial Tax And Estate Planning Analyst: P. G.

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