IUR Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
299039
Registered since
July 8, 2019

Firm profile

FINTRX

Overview

IUR Securities LLC is organized as a limited liability company under individual ownership. Public-facing records for the firm are sparse: the firm is listed with an "unclassified" industry designation and the snapshot data does not identify a client base, fee schedule, or specific advisory activities. The dataset also indicates the firm does not self-identify as an active ESG investor, a capital allocator, a multi-state adviser, a pension consultant, or a related adviser. Because core operational details are not reported in the source data, there is little available about the firm's target clients, service model, or investment approach beyond those negative flags and its ownership structure.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Gareth Ryan

    Founder and CEOCRD 5780694

  • Daniel Roberts

    Daniel Roberts

    Chief Compliance OfficerCRD 2208120

Contacts

1 of 1
  • Ivana Shumberg

    Ivana Shumberg

    PrincipalCRD 3167225

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
999 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth