Joseph
Urban

Folger Nolan Fleming Douglas Inc

CRD#1029625
Investment Advisor
in Washington, DC

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About this Advisor

Joseph Urban is a financial advisor working in Washington, District Of Columbia with a total of 16 years of relevant experience. Urban is an advisor for Folger Nolan Fleming Douglas Inc. They have spent their whole career at Folger Nolan Fleming Douglas Inc. Urban has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in District Of Columbia. Folger Nolan Fleming Douglas Inc is an advisory company that has its headquarters in Washington, DC. The firm has offices in two locations and a total of 54 financial advisors. It manages $972 million in assets across its 688 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises 19 charities and foundations. Of its 688 accounts, just 14% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees usually vary depending on which service is offered. However, fees charged by Folger Nolan Fleming Douglas Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

725 15Th Street N.W.
Washington, DC 20005-2109

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Folger Nolan Fleming Douglas Inc Brokerage Details

Total Assets Under Management

$972,056,472

DC Average: $4,886,152,200
Total Number of Employees

54

DC Average: 60
Total Number of Accounts

688

DC Average: 205
Average Account Size

$1,412,873

DC Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Joseph Urban Work History

Joseph has been registered as a financial advisor for 16 years.*

2006 - Present (18 years)

Folger Nolan Fleming Douglas Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Urban 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 Folger Nolan Fleming Douglas Inc

Kevin Flaherty
Cambridge, MD
Ashley Wetzel
Washington, DC
Nicholas Folger
Washington, DC
Robert Kwiatkowski
Washington, DC
William Fryer
Cambridge, MD
W Booth
Washington, DC
Andrew Mcgregor
Washington, DC
Bryan Baquer
Washington, DC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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