Mccurdy & Andrew Investments, LLC

Overview

Mccurdy & Andrew Investments, LLC is an independent registered investment adviser organized as an LLC and owned by individuals. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management services tailored to individuals and small businesses. Its billing approach is a mix of percentage-of-AUM fees, hourly charges and fixed fees. The adviser does not position itself as a capital allocator or pension consultant and is not flagged as an active ESG investor or a multistate adviser. The firm appears to operate with referral and service relationships with accountants and an insurance company, which likely support its financial planning and client-service workflows.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices