Overview
Assets Under Management: $181 million
Headquarters: HENNEPIN, IL
High-Net-Worth Clients: 46
Average Client Assets: $1.8 million
Frequently Asked Questions
CYR FINANCIAL INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #277118), CYR FINANCIAL INC. is subject to fiduciary duty under federal law.
CYR FINANCIAL INC. is headquartered in HENNEPIN, IL.
CYR FINANCIAL INC. serves 46 high-net-worth clients according to their SEC filing dated April 13, 2026. View client details ↓
According to their SEC Form ADV, CYR FINANCIAL INC. offers financial planning and portfolio management for individuals. View all service details ↓
CYR FINANCIAL INC. manages $181 million in client assets according to their SEC filing dated April 13, 2026.
According to their SEC Form ADV, CYR FINANCIAL INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.76%
Average Client Assets: $1.8 million
Total Client Accounts: 1,348
Discretionary Accounts: 1,348
Regulatory Filings
CRD Number: 277118
Filing ID: 2093454
Last Filing Date: 2026-04-13 09:27:38