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CURRAN FINANCIAL PARTNERS, LLC
CRD 281943 · SEC 801-119322
115 RIVER LANDING DR, SUITE 200, DANIEL ISLAND, SC, 29492, United States
Phone
(843) 300-1182
Fax
843-814-0659
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$749.4M
Discretionary AUM
$749.4M
Team
30 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1199 | $428.5M |
| High net worth individuals | 115 | $222.1M |
| Investment companies | 1 | $98.8M |
States served
CO, GA, MD, MA, NE, NY, NC, OH, OK, PA, SC, TN, UT, VA, TX, NH, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/CURRANFINANCIAL/
- HTTP://WWW.MLINVESTMENTGROUP.COM/
- HTTP://WWW.RETIREYALL.COM
- HTTP://WWW.CURRANFINANCIALPARTNERS.COM
- https://www.linkedin.com/company/curran-financial-partners
- https://retireyallpodcast.com/
- http://instagram.com/curranfinancial/
- https://www.youtube.com/channel/UCV4Bg9u5DsxtcHGCILRj4Pw
- https://etfyall.com/
- https://www.godblessamericaetf.com/
- https://podcasts.apple.com/us/podcast/retire-yall-charleston/id1481629647
- https://open.spotify.com/show/6MjPYP1UlHfEw8IIBwNNfv
- https://www.tiktok.com/@retireyall
- https://open.spotify.com/show/20SHZiowjWmAloMNel8a1r
Official SEC filing: View on IAPD