IUR SECURITIES LLC

Broker-DealerFINRA MemberEst. 2019
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 and is SEC-registered (registration year 2019). Ownership is listed as individual-held and the firm is classified as unclassified in FINTRX’s snapshot. Registry fields indicate it is not a multi-state adviser, not a pension consultant, not a related adviser, and not designated as a capital allocator. Public disclosures are sparse: FINTRX shows no details about the firm’s business activities, advisory services, client segments, or fee structure. That limited disclosure makes it difficult to characterize the firm’s target clients or service model from available data.

Assets & Accounts

Investments & Alternatives

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

    CEOCRD 5780694

  • DANIEL ROBERTS

    Chief Compliance OfficerCRD 2208120

Contacts

1 of 1
  • IVANA SHUMBERG

    FinOpCRD 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth