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 owner-operated limited liability company that has been a registered adviser since 2004. The firm serves both individual and family clients as well as institutional clients, combining traditional advisory services with insurance brokerage capabilities. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and educational seminars. Fee arrangements include percentage-of-assets-under-management pricing alongside performance-based fees. Curran does not identify as an active ESG investor. Curran maintains industry relationships with broker-dealers and accounting professionals, reflecting a blended service model that straddles investment management and insurance distribution.