Curtin Financial Management, Inc.
Curtin Financial Management, Inc. (CRD# 125545) is a financial advisory firm headquartered in Wellesley, MA. They manage $29,352,437 in 99 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts99ACCOUNTS
Average Account Value$296,489
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
William Curtin (CRD# 1146396) is an Investment Advisor Representative working at Curtin Financial Management, Inc. in Wellesley, MA and has over 14 years of experience in the finance industry. William Curtin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.