FIRREO

FIRREO INC. Legal Name

Adviser information for FIRREO last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals <5 $0
HNW Individuals <5 $0
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $0
Charitable organizations <5 $0
State or municipal gov entities <5 $0
Other investment advisers <5 $0
Insurance companies <5 $0
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses <5 $0
Other <5 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services ONLINE-ONLY AUTOMATED PERSONALIZED FINANCIAL RECOMMENDATIONS
Compensation Fixed fees

Identifiers

SEC RIA File Number 801-127688
SEC ERA File Number 801-127688
SEC CIK Numbers 2008871
SEC CRD Numbers 325297
Legal Entity Identifier None

Principal Office

2119 STEWART LANE
MOUNT DORA
FL
United States
Monday - Friday, 24
Tel: 202-630-7183, Fax: None

Chief Compliance Officer

KYLE MCKERCHER
PRESIDENT/CEO
2119 STEWART LANE
MOUNT DORA
FL
United States
Tel: 202-630-7183
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
McKercher, Kyle, Shear Individual PRESIDENT/CEO/CCO 01/2023 25-50%
Gross, Kaitilin, Sheryl Individual CHIEF MARKETING OFFICER 01/2023 25-50%
Burkey, Alex, Ryan Individual CHIEF TECHNOLOGY OFFICER 01/2023 10-25%

No. Employees, Historic

10502023202420250 on 3/20/20231 on 4/7/20231 on 4/21/20231 on 8/4/20231 on 1/31/2024