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- Custodian
- Charles Schwab & Company · Deutsche Bank · First Republic Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2018
- Office Locations
- 2
Office Locations
About URS Advisory
URS Advisory is a Jupiter, FL-based RIA focused on comprehensive retirement planning and ongoing wealth management for individuals and families. Through its proprietary URS Retirement Roadmap, the firm appraises goals and cash flow, builds a tailored strategy, then implements and monitors with an emphasis on tax-smart decisions. Portfolios may use ETFs, mutual funds, and fixed income, and the firm works with custodians such as Schwab.
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Owner & Executives
ERIK HEINZ LEMBCKE
Chief Compliance Officer, Financial Planner, President
- CRD
- #5953894
- Ownership
- 50% but less than 75%
JULIA GILELS LEMBCKE
MANAGING DIRECTOR, President
- CRD
- #6430148
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,312,614 | $349,532 |
| Non-Discretionary | $0 | -- |
| Total | $200,312,614 | $349,532 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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