CYR FINANCIAL INC.

Adviser information for CYR FINANCIAL INC. 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	Illinois, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	932	$112.1M
Non-Discretionary	0	$0
Total	932	$112.1M

Clients

Type	Number	RAUM
Individuals	413	$80.5M
HNW Individuals	19	$31.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed feesPerformance-based fees
Other Business Activities	Insurance broker or agentAccountant or accounting firm

Identifiers

SEC RIA File Number	801-129601
SEC ERA File Number	801-129601
SEC CIK Numbers	None
SEC CRD Numbers	277118
Legal Entity Identifier	None

Principal Office

220 E HIGH ST
SUITE 102
HENNEPIN
IL
United States

Monday - Friday, BY APPOINTMENT

Tel: (815) 925-7501, Fax: (815) 305-7396

Websites

www.cyrfinancial.com twitter.com/cyrfinancial www.facebook.com/cyrfinancial/ www.linkedin.com/company/cyr-financial www.youtube.com/channel/ucuk-gprctn1cfuty5cdrcxq/videos www.cyrfinancial.net www.cyrwealth.com www.lllinoisretire.com www.mtlinvest.com www.downhillplanning.com www.cyrblog.com www.retirels.com www.aimretire.com www.retirementforlife.com www.retirementforlife.net www.stoask.com www.rflshow.com www.retireworkshops.com

Chief Compliance Officer

CHRISTIAN J. CYR

PRESIDENT

220 E HIGH ST

SUITE 102

HENNEPIN

United States

Tel: (815) 925-7501

Fax: (815) 305-7396

C****@***************T

(Full email address available in API data)

Regulatory Contact

ANDREA BRANNON

FINANCIAL ADVISOR