CURTIN FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- BURLINGTON, Massachusetts
- CRD number
- 133095
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Curtin Financial Services, Inc. operates as an independent registered investment advisor (RIA) and offers a range of financial planning services and portfolio management specifically tailored for individuals and small businesses. The firm is structured as a corporation and is classified as a domestic entity. While it does not engage in capital allocation or serve as a pension consultant, it provides hourly charges and fixed fee arrangements to its clients. The firm does not actively pursue ESG investments and is not a multi-state adviser.
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
- Private Funds60%
- US Government Bonds20%
- State & Local Bonds10%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1BRIAN CURTIN
PresidentCRD 2617477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGTON, MA
MIDDLESEX
Location
BURLINGTON, MA
Headquartered in BURLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 35 Center St
- Time zone
- ET (UTC-5)
- Office locations
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