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Building 2CURIO WEALTH, LLC

Map pinANNAPOLIS, MD
Phone410-449-2599
NotebookSEC #801-128998
Total AUM
$460.7M
Employees
13
Clients
355

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
721 MELVIN AVE
ANNAPOLIS
MD 21401
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
410-449-2599
Other Offices
9

ReceiptFinancials

Total AUM
$460.7M
Accounts
356
Discretionary
$460.7M
Accounts
356
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
304
AUM
$208.4M
HNW Individual Clients
50
AUM
$246.8M
Pension/Profit Sharing Plan Clients
1
AUM
$5.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLMAMDNCNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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