Overview
Assets Under Management: $437 million
Headquarters: ST. CHARLES, MO
High-Net-Worth Clients: 162
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,214
Discretionary Accounts: 2,190
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 315100
Filing ID: 1926612
Last Filing Date: 2025-03-26 20:22:00
Website: https://fyracapital.com