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Building 2CURTIS FINANCIAL PLANNING

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Phone(510) 451-3528
NotebookSEC #801-132154
Total AUM
$163.5M
Employees
1
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(510) 451-3528

ReceiptFinancials

Total AUM
$163.5M
Accounts
238
Discretionary
$163.5M
Accounts
238
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$5.5M
HNW Individual Clients
66
AUM
$158M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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