← Back to searchVisit website
JAMES CURTIS FINANCIAL AND INSURANCE SERVICES
JAMES CURTIS ENTERPRISES, INC.
CRD 169643
1700 ADAMS AVENUE, SUITE 210, COSTA MESA, CA, 92626, United States
Phone
(714) 445-0055
Fax
714-445-0066
Registration
— (—)
Source
State registered
Total AUM
$99.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; NEGOTIATED FEES FOR FINANCIAL PLANS
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $18.4M |
| High net worth individuals | 29 | $81.1M |
All web addresses on file
Official SEC filing: View on IAPD