1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KURTIN FINANCIAL ADVISERS, LLC

Map pin
Phone214-891-0399
NotebookSEC #801-123750
Total AUM
$128.5M
Employees
1
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM 3:30 PM
Monday - Friday
Phone
214-891-0399

ReceiptFinancials

Total AUM
$128.5M
Accounts
27
Discretionary
$128.5M
Accounts
27
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1
AUM
$958.3K
HNW Individual Clients
22
AUM
$116.8M
Charitable Organization Clients
1
AUM
$10.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account