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BLUE CURVE ADVISORY, LLC

CRD 333724 · SEC 801-131821

Visit website

8600 LASALLE ROAD, SUITE 312, TOWSON, MD, 21286, United States

Phone

410-339-5771

Fax

410-339-5774

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$125.2M

Discretionary AUM

$125.2M

Team

8 total employees; 8 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals221$51.2M
High net worth individuals68$73.8M
Corporations/business entities2$161K

States served

MD, FL

All web addresses on file

Official SEC filing: View on IAPD