Urdang & Associates Real Estate Advisors Inc (Plymouth Meeting)

Name: Urdang & Associates Real Estate Advisors Inc
Address: 630 W Germantown Pike, Plymouth Meeting, PA, 19462
Telephone: 610-834-9500

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.

Urdang & Associates Real Estate Advisors: assets under management

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 firm manages $684.39 million in discretionary accounts and $166.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $83.01 million.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Urdang & Associates Real Estate Advisors Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Evan Scott Urdang	President	1 Oct 1987	75% - 100%	1865047
David Jay Blum	Executive vice president	1 Oct 1987	Other	4342919
Vincent Sanfilippo	Executive vice president	1 Jun 1988	Other	4342922
Steven Charles Novick	Executive vice president	1 Jan 1991	Other	4342924
Eric Todd Briddell	Executive vice president	1 Apr 1993	Other	4342926
Richard Jay Ferst	Chief operating officer	1 Dec 1998	Other	4341930
Mark B Greco	Managing director asset management	1 Dec 2003	Other	4778418

Based in Plymouth Meeting

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.