Curtis Financial Planning

Curtis Financial Planning (CRD# 136785) is a financial advisory firm headquartered in , . They manage $109,473,032 in 202 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.curtisfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $541,946
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Curtis Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Catherine Curtis, financial advisor Oakland CA
Catherine Curtis
CRD#: 1644947
Oakland, CA

Catherine Curtis (CRD# 1644947) is an Investment Advisor Representative working at Curtis Financial Planning in Oakland, 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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