Overview
Assets Under Management: $128 million
High-Net-Worth Clients: 22
Average Client Assets: $5.3 million
Frequently Asked Questions
KURTIN FINANCIAL ADVISERS, 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 #115418), KURTIN FINANCIAL ADVISERS, LLC is subject to fiduciary duty under federal law.
KURTIN FINANCIAL ADVISERS, LLC serves 22 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, KURTIN FINANCIAL ADVISERS, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
KURTIN FINANCIAL ADVISERS, LLC manages $128 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, KURTIN FINANCIAL ADVISERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.92%
Average Client Assets: $5.3 million
Total Client Accounts: 27
Discretionary Accounts: 27
Regulatory Filings
CRD Number: 115418
Filing ID: 2065438
Last Filing Date: 2026-03-06 10:49:38