URS Advisory

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

4425 Military Trl Ste 205, Jupiter, Flor...

Phone Number

(561) 594-0100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About URS Advisory

URS Advisory is an independent wealth management firm that specializes in comprehensive retirement planning for individuals, families and local businesses with offices in West Palm Beach and Stuart, Florida. Disclosure: Industry regulations prohibit endorsements or testimonials for URS Advisory LLC dba URS Advisory or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services offered through URS Advisory LLC dba URS Advisory a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through JEL Enterprises, Inc. dba URS Insurance, URS Advisory and URS Insurance are affiliated companies.Explore more
URS Advisory's Social MediaPopular SearchesUrs Advisory LLCURS AdvisoryJel Enterprises IncAdvisory LLCURS InsuranceSIC Code 62,628NAICS Code 52,523Show more

URS Advisory Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

URS Advisory

<$5M
1-10
Private
-
2016
CP
Corinne PoorRelationship Manager
$5.7M
1-10
Private
-
2001
SN
Samuel NewlandChief Compliance Officer & Investment Advisor & Representative & President
<$5M
1-10
Private
-
2010
Michael Cratty, President & Investment Advisor & Representative at Cratty & Swanson Advisors
Michael CrattyPresident & Investment Advisor & Representative
<$5M
1-10
Private
-
-
KM
Kristin McLaughlinBroker (Inferred)
<$5M
1-10
Private
-
2002
N/A
<$5M
1-10
Private
<$5M
2011
RB
Ryan BoydstonAdvisor and Operations Manager
<$5M
1-10
Private
-
-
KF
Kathleen FunkOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

URS Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

URS Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about URS Advisory.

URS Advisory Tech Stack

A closer look at the technologies used by URS Advisory

Top Finance Companies

Frequently Asked Questions Regarding URS Advisory

What is URS Advisory's official website?
URS Advisory's official website is www.ursadvisory.com
What is URS Advisory's Revenue?
URS Advisory's revenue is <$5 Million
What is URS Advisory's SIC code?
URS Advisory's SIC: 62,628
What is URS Advisory's NAICS code?
URS Advisory's NAICS: 52,523
How many employees does URS Advisory have?
URS Advisory has 1-10 employees
What industry does URS Advisory belong to?
URS Advisory is in the industry of: Finance, Securities Trading
What is URS Advisory competition?
URS Advisory top competitors include: Lords Financial Planning, McLaughlin Wealth Management, Cratty & Swanson Advisors, SAFE Financial Group
What technology does URS Advisory use?
Some of the popular technologies that URS Advisory uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact URS Advisory?
URS Advisory contact info: Phone number: (561) 594-0100 Website: www.ursadvisory.com
What does URS Advisory do?

URS Advisory is an independent wealth management firm that specializes in comprehensive retirement planning for individuals, families and local businesses with offices in West Palm Beach and Stuart, Florida. Disclosure: Industry regulations prohibit endorsements or testimonials for URS Advisory LLC dba URS Advisory or any Investment Advisor Represe... ntative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services offered through URS Advisory LLC dba URS Advisory a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through JEL Enterprises, Inc. dba URS Insurance, URS Advisory and URS Insurance are affiliated companies.Read More

What are URS Advisory social media links?
URS Advisory Linkedin page URS Advisory Twitter page URS Advisory Facebook page
Is URS Advisory a public company?
URS Advisory is private company therefore does not currently have an official ticker symbol
See more information about URS Advisory

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