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CURTIN FINANCIAL SERVICES, INC.
CRD 133095
35 CENTER STREET, BURLINGTON, MA, 01803, United States
Phone
781-640-8425
Fax
781-270-1742
Registration
— (—)
Source
State registered
Total AUM
$1.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2023-07-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $1.5M |
Official SEC filing: View on IAPD