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CURRAN WEALTH MANAGEMENT
CIM, LLC
CRD 132136 · SEC 801-63553
30 S. PEARL STREET, 9TH FLOOR, ALBANY, NY, 12207, United States
Phone
518-391-4200
Fax
518-391-4242
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$804.3M
Discretionary AUM
$770.7M
Team
12 total employees; 10 advisory reps; 30 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $74.0M |
| High net worth individuals | 168 | $692.8M |
| Pension/profit sharing plans | 3 | $6.6M |
| Charitable organizations | 7 | $4.8M |
| Other investment advisers | 1 | $8.3M |
| Corporations/business entities | 5 | $17.7M |
States served
AZ, CA, MD, MA, NJ, NY, NC, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD