Stybr & Associates
Firm details
- Headquarters
- ,
- CRD number
- 122957
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Investment Companies100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Stybr & Associates is a small, owner-operated wealth advisory practice organized as a sole proprietorship and registered in Illinois. The firm identifies itself as a capital allocator and serves an institutional client base while offering fee arrangements that include a percentage-of-AUM model and hourly charges. Its advisory services encompass financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. In addition to advisory work, the business operates as a registered representative of a broker‑dealer and as an insurance broker. The firm does not characterize itself as an active ESG investor and is not a multi‑state adviser.
Assets & Accounts
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
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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