JAMES CURTIS FINANCIAL AND INSURANCE SERVICES

JAMES CURTIS FINANCIAL AND INSURANCE SERVICES of COSTA MESA, CA is an SEC-registered investment adviser (CRD 169643). Regulatory assets under management: $99.5M.

Registration

• CRD: 169643
• Type: Registered investment adviser
• Location: 1700 ADAMS AVENUE, COSTA MESA, CA, 92626
• Phone: (714) 445-0055
• Latest filing: 2026-03-25
• Regulatory AUM: $99.5M
• Non-discretionary AUM: $99.5M
• Clients: 1
• Accounts: 199

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169643 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search