CURTIN FINANCIAL SERVICES, INC.

CURTIN FINANCIAL SERVICES, INC. of BURLINGTON, MA is an SEC-registered investment adviser (CRD 133095). Regulatory assets under management: $1.5M.

Registration

• CRD: 133095
• Type: Registered investment adviser
• Location: 35 CENTER STREET, BURLINGTON, MA, 01803
• Phone: 781-640-8425
• Latest filing: 2023-07-31
• Regulatory AUM: $1.5M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 2

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, 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 133095 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search