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CYR FINANCIAL INC.
CRD 277118 · SEC 801-129601
220 E HIGH ST, SUITE 102, HENNEPIN, IL, 61327, United States
Phone
(815) 925-7501
Fax
(815) 305-7396
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.5M
Discretionary AUM
$180.5M
Team
9 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 426 | $99.7M |
| High net worth individuals | 46 | $80.8M |
States served
AL, CA, IL, IN, NE, UT, WI, TX, NH, FL
All web addresses on file
- https://twitter.com/CyrFinancial
- HTTPS://WWW.FACEBOOK.COM/CYRFINANCIAL/
- https://www.linkedin.com/company/cyr-financial
- https://www.youtube.com/channel/UCUK-GPrCtN1CFUty5cdrcxQ/videos
- http://www.Cyrfinancial.com
- http://www.Cyrfinancial.net
- http://www.Cyrwealth.com
- http://www.lllinoisRetire.com
- http://www.Downhillplanning.com
- http://www.Retire15.com
- http://www.aimretire.com
- http://www.RetirementForlife.com
- http://www.RetirementForLife.net
- http://www.5toask.com
- http://www.rflshow.com
- https://aimassessment.com
Official SEC filing: View on IAPD