Overview
Assets Under Management: $434 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 135
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 135
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 475
Discretionary Accounts: 471
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 332511
Last Filing Date: 2024-11-21 00:00:00
Website: https://curawealth.com