Overview
Assets Under Management: $7.3 billion
High-Net-Worth Clients: 4
Average Client Assets: $7.8 million
Frequently Asked Questions
MARTIN CURRIE INC 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 #110909), MARTIN CURRIE INC is subject to fiduciary duty under federal law.
MARTIN CURRIE INC serves 4 high-net-worth clients according to their SEC filing dated December 16, 2024. View client details ↓
According to their SEC Form ADV, MARTIN CURRIE INC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
MARTIN CURRIE INC manages $7.3 billion in client assets according to their SEC filing dated December 16, 2024.
According to their SEC Form ADV, MARTIN CURRIE INC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.43%
Average Client Assets: $7.8 million
Total Client Accounts: 5,672
Discretionary Accounts: 5,664
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 110909
Filing ID: 1916982
Last Filing Date: 2024-12-16 05:58:00