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Building 2CURTIS ADVISORY GROUP, LLC

Map pinSANTA BARBARA, CA
Phone805-963-6181
NotebookSEC #801-81082
Total AUM
$573.7M
Employees
3
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
735 STATE STREET
SUITE 214
SANTA BARBARA
CA 93101
United States
Operating Hours
8AM -5PM
Monday - Friday
Phone
805-963-6181

ReceiptFinancials

Total AUM
$573.7M
Accounts
548
Discretionary
$572.4M
Accounts
542
Non-Discretionary
$1.3M
Accounts
6

ContactClients

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Individual Clients
73
AUM
$20M
HNW Individual Clients
64
AUM
$402.8M
Pension/Profit Sharing Plan Clients
11
AUM
$15.1M
Charitable Organization Clients
3
AUM
$118.9M
Corporation or Business Clients
6
AUM
$17M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INDEPENDENT PERFORMANCE REPORTING AND INVESTMENT OVERSIGHT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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