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CURRAN WEALTH MANAGEMENT
ALBANY, NY
518-391-4200
SEC #801-63553Total AUM
$804.3M
Employees
12Clients
385Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
30 S. PEARL STREET, 9TH FLOOR
ALBANY
NY 12207
United States
ALBANY
NY 12207
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
518-391-4200
Other Offices
2
Financials
Total AUM
$804.3M
Accounts
1,074Discretionary
$770.7M
Accounts
1,018Non-Discretionary
$33.6M
Accounts
56
Clients
Individual Clients
201AUM
$74M
HNW Individual Clients
168AUM
$692.8M
Pension/Profit Sharing Plan Clients
3AUM
$6.6M
Charitable Organization Clients
7AUM
$4.8M
Investment Advisor Clients
1AUM
$8.3M
Corporation or Business Clients
5AUM
$17.7M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCAFLMAMDNCNHNJNYPATXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.