MCCURDY, GILLION & ASSOCIATES, LLC

MCCURDY, GILLION & ASSOCIATES, LLC of ORLANDO, FL is an SEC-registered investment adviser (CRD 141858). Regulatory assets under management: $10.2M.

Registration

• CRD: 141858
• Type: Registered investment adviser
• Location: 189 SOUTH ORANGE AVENUE, ORLANDO, FL, 32801
• Phone: 407-902-2852
• Latest filing: 2017-09-29
• Regulatory AUM: $10.2M
• Discretionary AUM: $10.2M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141858 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search