Kurtin Financial Advisers, LLC

Kurtin Financial Advisers, LLC (CRD# 115418) is a financial advisory firm headquartered in , . They manage $77,187,522 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $1,244,960
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Kurtin Financial Advisers, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kathy K. Stewart
CRD#: 1361044
Dallas, TX
93
Wealthminder
score

Kathy Stewart (CRD# 1361044) is an Investment Advisor Representative working at Kurtin Financial Advisers, LLC in Dallas, TX and has over 22 years of experience in the finance industry.

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