Curran Investment Management Review

Trust Score 80%
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Last updated: August 16th, 2019. Data source: SEC filings.

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Curran Investment Management, federally registered in 2004, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 3 advisors. Curran Investment Management manages $338.0 million and provides investment advisory services for 405 clients (1:135 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $834,567
Hybrid Advisor Yes
Disciplinary History No
Total AUM $338.0 million
Advisor / Client Ratio 1:135
Headquarters Albany, NY
SEC Filings Forms and Brochures    (CRD # 132136)
State(s) Registered AZ, CA, FL, MD, MA, NH, NJ, NY, NC, PA, TX

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