CURTIS ROOT INVESTMENT SERVICES

Overview

Curtis Root Investment Services operates as a sole proprietorship and is owned by Curtis Root. The firm is classified as unclassified, which indicates that it may not fit neatly into traditional categories within the financial advisory landscape. The firm primarily generates revenue through a commission-based fee structure, which suggests that it may focus on transactional services rather than ongoing advisory relationships. Curtis Root Investment Services does not engage in capital allocation or pension consulting, and it does not actively pursue environmental, social, and governance (ESG) investments. The firm does not operate as a multi-state adviser and has not been identified as a newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices