P.R. Curtman Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 315193
- Website
- www.prcurtman.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals60.91%
- HNWI31.72%
- Corporations / Businesses5.13%
- Charitable Organizations2.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
P.R. Curtman Investments LLC is an independent, single-owner registered investment adviser operating as a limited liability company. The firm serves both individual and family clients as well as some institutional relationships, charging advisory fees based on a percentage of assets under management. Advisory services emphasized in filings include financial planning, portfolio management for individuals and small businesses, periodic publications or newsletters, and educational seminars or workshops. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not act as a separate capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents4%
- Private Funds1%
Contacts
1 of 1
Paul Curtman
Owner, Investment AdvisorCRD 5537801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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