Assets Under Management
$10.7M
Number of Clients
15
Number of Advisors
2
Average Client AUM
$713K
AUM per Advisor
$5.3M
Compensation
Fee-Only (AUM)
KYUR, Inc. provides ongoing portfolio management services, creating tailored Investment Policy Statements for each client. They use proprietary algorithms and quantitative screens derived from modern portfolio theory and behavioral economics. KYUR may also act as a subadvisor to unaffiliated third-party advisers. They primarily recommend ETFs and U.S. equities.
CA, United States