Kyur, Inc.
RIAState Registered
Total AUM
$9.9M
Discretionary
$9.9M
100% of AUM
Avg account
$301K
Accounts
33
Employees
3
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 284721
- Registered since
- January 3, 2017
- Website
- www.kyur.co
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kyur, Inc. is a California-based independent registered investment adviser organized as a corporation that serves individual and family clients. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage-of-assets fee. Kyur does not operate as a capital allocator or a pension consultant, and it does not position itself as an ESG investor. Its regulatory footprint is at the state level in California rather than across multiple states.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Andorra Capital
RIAOmaha, NE
AUM $9.9MTEAM 5REPS 5
Riverflow Wealth Management, LLC
RIAAUM $9.9MTEAM 1REPS 1
First Sigma Capital LLC
RIAAUM $9.9MTEAM 1REPS 1
Drucker, David J. Dba Sunset Financial Management
RIAAUM $9.9MTEAM 1REPS 1
Nashville Financial Planning
RIAAUM $9.9MTEAM 1REPS 1
Polaris Capital Management LLC
RIAAUM $10MTEAM 1REPS 1