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MCCURDY & ANDREW INVESTMENTS, LLC
CRD 286179
212 MAIN STREET, STURBRIDGE, MA, 01566, United States
Phone
508-347-8107
Fax
877-200-7506
Registration
— (—)
Source
State registered
Total AUM
$40.2M
Discretionary AUM
$40.2M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $19.6M |
| High net worth individuals | 10 | $19.6M |
| Insurance companies | 5 | $927K |
All web addresses on file
Official SEC filing: View on IAPD