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Building 2BLUE CURVE ADVISORY, LLC

Map pinTOWSON, MD
Phone410-339-5771
NotebookSEC #801-131821
Total AUM
$125.2M
Employees
8
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8600 LASALLE ROAD
SUITE 312
TOWSON
MD 21286
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
410-339-5771

ReceiptFinancials

Total AUM
$125.2M
Accounts
590
Discretionary
$125.2M
Accounts
590
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
221
AUM
$51.2M
HNW Individual Clients
68
AUM
$73.8M
Corporation or Business Clients
2
AUM
$160.6K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMD

HandshakeAffiliates

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

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