April
Charles
Urban Wealth Management
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About this Advisor
April Charles is a financial advisor based in El Segundo, California, working with Urban Wealth Management. April has previously held positions at Concert Wealth Management, Inc, Purshe Kaplan Sterling Investments, Veritas Independent Partners, and Urban Wealth Management Group LLC. April has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, April is part of Urban Wealth Management, which operates out of El Segundo, California. The firm has 4 employees and manages assets totaling $189.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Urban Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Urban Wealth Management Brokerage Details
$188,957,457
4
802
$235,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
April Charles Work History
Urban Wealth Management Group LLC
Veritas Independent Partners
Concert Wealth Management, Inc
Purshe Kaplan Sterling Investments
Disclosures
Please visit the SEC profile of April Charles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Urban Wealth Management
El Segundo, CA
El Segundo, CA
El Segundo, CA
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