Curtin Financial Management, Inc.

RIASEC Registered

Total AUM

$73.9M

Discretionary

$70.3M

95% of AUM

Avg account

$539K

Accounts

137

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 125545
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, TRANSAMERICA CAPITAL, LLC, MUTUAL OF OMAHA INVESTOR SERVICES, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM
Client types: HNWI95.18%
Individuals4.82%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Curtin Financial Management, Inc. is a small, privately owned advisory corporation focused on individual and family clients. The firm provides portfolio management services for individuals and small businesses and charges fees based on a percentage of assets under management. It does not position itself as an ESG manager, is not registered as a multi-state adviser, and does not serve as a pension consultant or capital allocator.