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Home > Retirement Planners > minnesota > plymouth > KURE ADVISORY, LLC
KURE ADVISORY, LLC
15600 36th Avenue North
Suite 200
Plymouth, Minnesota 55446
Tel: 763-412-3891
About KURE ADVISORY, LLC
KURE ADVISORY, LLC, formally registered with the SEC as KURE ADVISORY, LLC. The firm was established in 01/04/2021. They have over 1 offices throughout the country.
KURE ADVISORY, LLC is a Plymouth, Minnesota based Financial Planning firm with nearly $159,601,025 assets under management, offering retirement planning & investment advisory services to 809 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311320 |
| SEC# | 801-120058 |
| Assets Managed by Firm | $159,601,025 |
| No. of Clients | 809 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 809 | $159,601,025 |
| Individuals (other than high net worth individuals) | 279 | $61,675,003 |
| High net worth individuals | 63 | $97,345,098 |
| Charitable organizations | 1 | $126,478 |
| Corporations or other businesses | 1 | $454,446 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 |
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