CURTIS WEALTH MANAGEMENT GROUP, LLC

CURTIS WEALTH MANAGEMENT GROUP, LLC of ST PETERSBURG, FL is an SEC-registered investment adviser (CRD 130833). Regulatory assets under management: $19.0M.

Registration

• CRD: 130833
• SEC file number: 801-63124
• Type: Registered investment adviser
• Location: 4424 45TH ST SOUTH, ST PETERSBURG, FL, 33711
• Phone: 941-953-6602
• Latest filing: 2012-06-28
• Regulatory AUM: $19.0M
• Discretionary AUM: $14.0M
• Non-discretionary AUM: $5.0M
• Clients: 1
• Accounts: 250

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 130833 on SEC IAPD (source of record)
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