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
One Hollis Street, Suite 103, Wellesley, MA 02482
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Curtin Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William Curtin, financial advisor Wellesley MA
William J. Curtin
CRD#: 1146396
One Hollis Street, Suite 103, Wellesley, MA 02482

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals