Overview
Assets Under Management: $751 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 161
Average Client Assets: $4 million
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