Curtis Advisory Group, LLC
Curtis Advisory Group, LLC (CRD# 151695) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $182,394,495 in 148 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management182MILLION
Total Number of Accounts148ACCOUNTS
Average Account Value$1,232,395
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Ryan Curtis (CRD# 2591395) is an Investment Advisor Representative working at Curtis Advisory Group, LLC in Santa Barbara, CA and has over 20 years of experience in the finance industry.