Curran Financial Services
Curran Financial Services (CRD# 116104) is a financial advisory firm headquartered in Menlo Park, CA. They manage $7,568,076 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$1,081,154
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Curran Financial Services
No Advisor Found.
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