Overview
Assets Under Management: $61 million
High-Net-Worth Clients: 28
Average Client Assets: $2.1 million
Frequently Asked Questions
IUR CAPITAL, LLC 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 #153630), IUR CAPITAL, LLC is subject to fiduciary duty under federal law.
IUR CAPITAL, LLC serves 28 high-net-worth clients according to their SEC filing dated April 30, 2025. View client details ↓
According to their SEC Form ADV, IUR CAPITAL, LLC offers portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
IUR CAPITAL, LLC manages $61 million in client assets according to their SEC filing dated April 30, 2025.
According to their SEC Form ADV, IUR CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.28%
Average Client Assets: $2.1 million
Total Client Accounts: 59
Discretionary Accounts: 59
Regulatory Filings
CRD Number: 153630
Filing ID: 1985446
Last Filing Date: 2025-04-30 09:52:00