P.r. Curtman Investments LLC

P.r. Curtman Investments LLC (CRD# 315193) is a financial advisory firm headquartered in , . They manage $9,011,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $409,591
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at P.r. Curtman Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul Curtman, financial advisor Milton FL
Paul R. Curtman
CRD#: 5537801
Milton, FL

Paul Curtman (CRD# 5537801) is an Investment Advisor Representative working at P.r. Curtman Investments LLC in Milton, FL and has over 15 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.

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