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Building 2KURTIN FINANCIAL ADVISERS, LLC

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Phone214-891-0399
NotebookSEC #801-69365
Total AUM
$77.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM 3:30 PM
Monday - Friday
Phone
214-891-0399

ReceiptFinancials

Total AUM
$77.2M
Accounts
62
Discretionary
$58.6M
Accounts
56
Non-Discretionary
$18.6M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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