Urdang & Associates Real Estate Advisors Inc is a large advisory firm based in Plymouth Meeting. It manages $850.42 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Urdang & Associates Real Estate Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Urdang & Associates Real Estate Advisors Inc is $850.42 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Urdang & Associates Real Estate Advisors Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Evan Scott Urdang has been acting as President since 1 Oct 1987. Mark B Greco joined the executive team most recently as the Managing Director Asset Management.
The principal office where Urdang & Associates Real Estate Advisors Inc performs its advisory services is located at 630 W Germantown Pike, Plymouth Meeting, PA 19462, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-834-9500 or by fax 610-834-9505. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.urdang.com.