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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 1 |
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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 |
Principal Office
2119 STEWART LANEMOUNT 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
F**************@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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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% |