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Building 2CURTIS WEALTH MANAGEMENT GROUP, LLC

Map pinST PETERSBURG, FL
Phone727-455-3805
NotebookSEC #801-63124
Total AUM
$19M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4424 45TH ST SOUTH
ST PETERSBURG
FL 33711
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
727-455-3805

ReceiptFinancials

Total AUM
$19M
Accounts
250
Discretionary
$14M
Accounts
200
Non-Discretionary
$5M
Accounts
50

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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