Curtis Advisory Group, LLC

Curtis Advisory Group, LLC (CRD# 151695) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $418,691,638 in 444 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
735 State Street, Suite 214, Santa Barbara, CA 93101
http://www.curtisadvisorygroup.com
By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $942,999
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Curtis Advisory Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ryan Curtis, financial advisor Santa Barbara CA
Ryan E. Curtis
CRD#: 2591395
735 State Street, Suite 214, Santa Barbara, CA 93101

Ryan Curtis (CRD# 2591395) is an Investment Advisor Representative working at Curtis Advisory Group, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.

2
Joshua Hayes, financial advisor Santa Barbara CA
Joshua D. Hayes
CRD#: 5655380
735 State Street, Suite 214, Santa Barbara, CA 93101

Joshua Hayes (CRD# 5655380) is an Investment Advisor Representative working at Curtis Advisory Group, LLC in Santa Barbara, CA and has over 12 years of experience in the finance industry.

3
David Given, financial advisor Santa Barbara CA
David B. Given
CRD#: 7735343
735 State Street, Suite 214, Santa Barbara, CA 93101

David Given (CRD# 7735343) is an Investment Advisor Representative working at Curtis Advisory Group, LLC in Santa Barbara, CA and has 1 year 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.

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