Kure Advisory, LLC
Firm details
- Headquarters
- Plymouth, Minnesota
- CRD number
- 311320
- Registered since
- January 4, 2021
- Website
- www.incomeplanninggroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.04%
- Individuals35.57%
- Corporations / Businesses0.35%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kure Advisory, LLC is an independent registered investment adviser operating as an LLC and registered with the SEC in 2021. The firm positions itself as a capital allocator serving individual and family clients as well as institutional relationships. Its core advisory activities are financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Kure Advisory charges either a percentage of assets under management or fixed fees, and the firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Cash & Cash Equivalents17%
- Exchange Traded Equities12%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1Kathleen Wade
Chief Compliance OfficerCRD 8041055
Contacts
3 of 6
Thomas Wade
OwnerCRD 4143118
Karen Stay
Investment Advisor RepresentativeCRD 4869529
Joshua Nolby
Investment Advisor RepresentativeCRD 4997414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$202M in ETFs
44%
$88.4M
56%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $33.4M | 637,601 | 16.54% |
Location
Plymouth, MN
Hennepin
Location
Plymouth, MN
Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 15600 36th Ave N
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Echo Wealth Management, LLC
RIAPlymouth, MN
Phillip James Financial Co
RIAPlymouth, MN
Rossjohnson & Associates, LLC
RIAPlymouth, MN
Vantage Point Wealth Management
RIAPlymouth, MN
GEN Financial Management Inc.
RIAPlymouth, MN
Great River Financial
RIAPlymouth, MN