Kyur, Inc.

RIASEC RegisteredEst. 2017
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
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kyur, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm is SEC-registered since 2017 and charges clients a percentage of assets under management. Its client base is composed of individual and family investors rather than institutional pensions, and it does not position itself as a multi-state adviser or pension consultant. Kyur tends to favor liquid, exchange-listed securities as the backbone of client portfolios while supplementing those positions with third-party alternative managers when appropriate. Investment activity centers on equity exposure delivered through exchange-traded instruments, with equities identified as the firm’s primary preference. The firm is not identified as an active ESG investor. In practice Kyur appears to combine a core equity allocation with select allocations to outside managers for private equity, hedge funds and real estate, and makes use of mutual funds as additional building blocks.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Vinh Tran

    Vinh Tran

    CEO and PrincipalCRD 1839412

Contacts

1 of 1
  • Thuy Tran

    Thuy Tran

    Investment Advisor RepresentativeCRD 6302554

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth