CYR FINANCIAL INC.
Firm details
- Headquarters
- HENNEPIN, Illinois
- CRD number
- 277118
- Registered since
- March 1, 2024
- Website
- www.cyrfinancial.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees
- Client types
- Individuals55.24%
- HNWI44.76%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
CYR Financial Inc. is an independent, owner-operated registered investment adviser that serves individual and family clients through a mix of financial planning and portfolio management for individuals and small businesses. The firm combines advisory services with insurance brokerage and accounting activities, and it reports a variety of fee arrangements including percentage-of-AUM, hourly, subscription, fixed fees, and performance-based fees. CYR Financial registered with the SEC in 2024 and is not positioned as a capital allocator or a multi-state ESG specialist.
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 Equities94%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Emma Bean
Chief Investment OfficerCRD 8012766
Contacts
3 of 4Caleb Bjerk
Lead AdvisorCRD 6883084
CHRISTIAN CYR
PresidentCRD 6010299
Ian Nichols
Financial AdvisorCRD 7060949
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$183M in ETFs
84%
$153M
16%
$29.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $15.9M | 254,245 | 8.69% |
Location
HENNEPIN, IL
PUTNAM
Location
HENNEPIN, IL
Headquartered in HENNEPIN, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- PUTNAM
- Address
- 220 E High St
- Time zone
- CT (UTC-6)
- Office locations
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