Curran & Company Wealth Advisory
Firm details
- Headquarters
- Bel Air, Maryland
- CRD number
- 344308
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Curran & Company Wealth Advisory is a Maryland-based limited liability company owned by an individual that provides fee-based financial advice and portfolio management to individuals and small businesses. Its core advisory services include comprehensive financial planning, discretionary or non-discretionary portfolio management for individual and small-business clients, and the selection of other advisers to implement strategies. The firm charges clients through a mix of asset-based fees, hourly charges, and fixed-fee arrangements. The firm is classified as unclassified in the snapshot data and lists an accountant among its industry affiliations. It is not listed as a multi-state adviser and is not identified as a pension consultant or related adviser in the available information.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Bel Air, MD
Harford
Location
Bel Air, MD
Headquartered in Bel Air, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Harford
- Address
- 16 A Bel Air South Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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