TYR Securities LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Arlington, Massachusetts
CRD number
339837
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

TYR Securities LLC is a privately owned limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm bills clients using a combination of percentage-of-AUM and fixed-fee arrangements. TYR Securities is identified in the dataset as an active ESG investor, suggesting the firm incorporates environmental, social, and governance considerations into its advisory approach. The firm is not described as a capital allocator, pension consultant, related adviser, or multi-state adviser.

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
  • Ryan Wilson

    CEOCRD 8198858

  • Alexander Schramm Von Blucher

    Chief Investment Officer & Chief Compliance OfficerCRD 8198866

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Arlington, MA

Middlesex

Location

Arlington, MA

Headquartered in Arlington, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
1167 Massachusetts Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth