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 RIA organized as a corporation and owned by an individual. The firm targets individuals and families with a mix of financial planning and discretionary portfolio management for individuals and small businesses. It also operates as an insurance broker and provides accounting services alongside its advisory practice. Fee arrangements are varied — percentage-of-AUM, hourly, subscription and fixed fees, with the capacity to charge performance-based fees. CYR Financial is not positioned as an ESG or pension consultant, and it reports that it is not a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Emma Bean
Chief Investment OfficerCRD 8012766
Contacts
3 of 4
Caleb 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 44Active vs passive
$208M in ETFs
85%
$176M
15%
$31.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $17M | 272,864 | 8.18% |
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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