Urs Advisory - Investment Advisers

About Urs Advisory

Urs Advisory LLC is an investment adviser headquartered in Jupiter, Florida. It is one of the investment advisers in Florida listed in this directory, and it also appears in the Directory of US Investment Advisers. The firm reports $200.31 million in regulatory assets under management and has six employees. Its work centers on retirement planning for clients across the country, with a particular focus on retirement and legacy planning. The firm was founded by Erik and Julia Lembcke, both Certified Financial Planners and Florida natives. Julia is a graduate of the University of Florida's Warrington College of Business. Erik holds a finance degree from the University of Central Florida and an MBA from the University of Miami. The firm describes a four-step client process: an initial meeting to learn about a client's priorities, an analysis of where the client stands relative to their goals, implementation of a plan with attention to tax considerations, and regular monitoring as circumstances change. Wealth management clients meet with the team on a regular basis to review their progress and adjust their strategies.

Key Facts

Assets Under Management

$200.31M

Employees

6

SEC File Number

801-136079