Curran Wealth Management

RIASEC Registered

Total AUM

$804M

Discretionary

$771M

96% of AUM

Avg account

$749K

Accounts

1,074

Employees

Advisory reps

Firm details

Headquarters: Albany, New York
CRD number: 132136
Registered since: October 13, 2004
Website: www.curranllc.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI86.14%
Individuals9.2%
Corporations / Businesses2.19%
Other Investment Advisers1.04%
Pension & Profit Sharing Plans0.83%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Curran Wealth Management is an independent, individual-owned registered investment adviser that has been SEC-registered since 2004. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management across personal, small-business, and institutional mandates. Its service mix includes educational seminars and workshops and an insurance brokerage capability alongside advisory work. Fee arrangements include a percentage-of-assets model and arrangements that permit performance-based fees. Curran reports affiliations with broker-dealer and accounting relationships and is not identified as an active ESG investor or as a capital allocator.