Curtin Financial Management, Inc.
Curtin Financial Management, Inc. (CRD# 125545) is a financial advisory firm headquartered in Wellesley, MA. They manage $59,654,533 in 151 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Curtin Financial Management, Inc.
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts151ACCOUNTS
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Average Account Value$395,063
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Curtin Financial Management, Inc.
1
William Curtin (CRD# 1146396) is an Investment Advisor Representative working at Curtin Financial Management, Inc. in Wellesley, MA and has over 21 years of experience in the finance industry.
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