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- Custodian
- Drivewealth
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-13-2019
- Office Locations
- 1
Office Locations
About Ursa Financial, LLC
Ursa Financial, LLC offers a retail investing experience that pairs daily educational insights with a guided, research-driven U.S. large-cap equity portfolio. The platform researches S&P 500 companies, curates a top-50 list, and helps clients build an equal-weighted, diversified 20-stock portfolio, with account rewards as balances grow. Clients open a DriveWealth brokerage account and fund via Plaid; data is protected with 256-bit SSL and SOC 2-compliant secure storage.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
RYAN JEFFREY JUE
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5178844
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,618,141 | $125,895 |
| Non-Discretionary | $0 | -- |
| Total | $16,618,141 | $125,895 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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