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Building 2CYR FINANCIAL INC.

Map pinHENNEPIN, IL
Phone(815) 925-7501
NotebookSEC #801-129601
Total AUM
$180.5M
Employees
9
Clients
472

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 E HIGH ST
SUITE 102
HENNEPIN
IL 61327
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(815) 925-7501
Other Offices
2

ReceiptFinancials

Total AUM
$180.5M
Accounts
1,348
Discretionary
$180.5M
Accounts
1,348
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
426
AUM
$99.7M
HNW Individual Clients
46
AUM
$80.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLILINNENHTXUTWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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