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Building 2CURRAN FINANCIAL PARTNERS, LLC

Map pinDANIEL ISLAND, SC
Phone(843) 300-1182
NotebookSEC #801-119322
Total AUM
$749.4M
Employees
30
Clients
1,315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 RIVER LANDING DR
SUITE 200
DANIEL ISLAND
SC 29492
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
(843) 300-1182
Other Offices
2

ReceiptFinancials

Total AUM
$749.4M
Accounts
1,274
Discretionary
$749.4M
Accounts
1,274
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,199
AUM
$428.5M
HNW Individual Clients
115
AUM
$222.1M
Investment Company Clients
1
AUM
$98.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAMAMDNCNENHNYOHOKPASCTNTXUTVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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