Curafin Advisors
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 329091
- Registered since
- February 22, 2024
- Website
- curafinadvisors.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans59.22%
- Pooled Investment Vehicles40.78%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Curafin Advisors is a limited liability company registered with the SEC in 2024 that operates as an institutional registered investment adviser. The firm’s client base is institutional, and its stated fee structure combines a percentage of assets under management with fixed fees. Curafin lists portfolio management for pooled investment vehicles and for businesses or institutions among its advisory activities and also includes pension consulting services on its filing, though it is not designated as a pension consultant. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser; it also does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Private Funds40%
Owners & executives
1 of 1
Andrew Warning
Chief Compliance OfficerCRD 3211861
Contacts
2 of 2
Shawn West
Founder & DirectorCRD 6102066

Ty Wheeler
Retirement Plan AdvisorCRD 7701953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 4747 N 22nd St
- Time zone
- MT (UTC-7)
- Office locations
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