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KURV INVESTMENT MANAGEMENT LLC
1 Letterman Drive
Building C, Suite 3-500
San Francisco, California 94129
Tel: 888-393-5878
About KURV INVESTMENT MANAGEMENT LLC
KURV INVESTMENT MANAGEMENT LLC, formally registered with the SEC as KURV INVESTMENT MANAGEMENT LLC. The firm was established in 02/10/2023. They have over 4 offices throughout the country.
KURV INVESTMENT MANAGEMENT LLC is a San Francisco, California based Financial Planning firm with nearly $38,681,638 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323149 |
| SEC# | 801-126717 |
| Assets Managed by Firm | $38,681,638 |
| No. of Clients | 1 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $38,681,638 |
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