Curran Wealth Management

RIASEC RegisteredEst. 2004

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 SEC-registered limited liability company formed in 2004 and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, combining wealth management and financial planning with insurance brokerage capabilities. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and educational seminars. Compensation comes primarily through a percentage-of-AUM fee schedule supplemented by performance-based fees. The firm does not identify as an active ESG investor and maintains industry relationships with broker-dealers and accounting professionals.