CURTIN FINANCIAL MANAGEMENT, INC.

CURTIN FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 125545). Regulatory assets under management: $73.9M.

Registration

• CRD: 125545
• Type: Registered investment adviser
• Phone: 781.239.0827
• Latest filing: 2026-04-20
• Regulatory AUM: $73.9M
• Discretionary AUM: $70.3M
• Non-discretionary AUM: $3.6M
• Clients: 1
• Accounts: 137

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125545 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search