HARRY LICURSI TAX & RETIREMENT PLANNING

HARRY LICURSI TAX & RETIREMENT PLANNING is an SEC-registered investment adviser (CRD 130299). Regulatory assets under management: $20.0M.

Registration

• CRD: 130299
• Type: Registered investment adviser
• Phone: 707-478-3411
• Latest filing: 2026-07-15
• Regulatory AUM: $20.0M
• Non-discretionary AUM: $20.0M
• Accounts: 76

Business model

Compensation: % of AUM, Hourly, Other.

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 130299 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search