Overview
Assets Under Management: $751 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 161
Average Client Assets: $4 million
Frequently Asked Questions
CIM, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132136), CIM, LLC is subject to fiduciary duty under federal law.
CIM, LLC is headquartered in ALBANY, NY.
CIM, LLC serves 161 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, CIM, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
CIM, LLC manages $751 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, CIM, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 161
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.68
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 994
Discretionary Accounts: 935
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 132136
Last Filing Date: 2025-02-26 00:00:00
Website: https://curranllc.com