URS Advisory

Q: What is URS Advisory's official website?

URS Advisory's official website is www.ursadvisory.com

Q: What is URS Advisory's Revenue?

URS Advisory's revenue is <$5 Million

Q: How many employees does URS Advisory have?

URS Advisory has 1-10 employees

Q: What industry does URS Advisory belong to?

URS Advisory is in the industry of: Finance , Securities Trading

Q: What is URS Advisory competition?

URS Advisory top competitors include: Soard Financial Management

Q: What technology does URS Advisory use?

Some of the popular technologies that URS Advisory uses are: Cloudflare Website Optimization, Eploy, Engage ATS, Datadog

Q: How do I contact URS Advisory?

URS Advisory contact info: Phone number: (561) 594-0100 Website: www.ursadvisory.com

Q: 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

Q: What are URS Advisory social media links?

URS Advisory Linkedin page URS Advisory Twitter page URS Advisory Facebook page

Q: Is URS Advisory a public company?

URS Advisory is private company therefore does not currently have an official ticker symbol

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

Website

www.ursadvisory.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

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

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SIC Code 62,628NAICS Code 52,523Show more

URS Advisory Org Chart

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Corinne Poor

Relationship Manager

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Julia Lembcke

Founder & Financial Planner

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Revenue

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URS Advisory

<$5M

1-10

Private

2016

Corinne PoorRelationship Manager

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<$5M

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Ryan BoydstonAdvisor and Operations Manager

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URS Advisory Tech Stack

A closer look at the technologies used by URS Advisory

Cloudflare Website Optimization

Cloudflare

Eploy

Engage ATS

Engage ATS University

Datadog

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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: Soard Financial Management

What technology does URS Advisory use?

Some of the popular technologies that URS Advisory uses are: Cloudflare Website Optimization, Eploy, Engage ATS, Datadog

How do I contact URS Advisory?

URS Advisory contact info: Phone number: (561) 594-0100 Website: www.ursadvisory.com

What does URS Advisory do?

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

URS Advisory Latest Hires and Their Positions

URS Advisory is expanding and recently hired new employees. Here are the latest additions to the team.

Julia Lembcke

Founder & Financial Planner

Joined Dec 1, 2025

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