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KURV INVESTMENT MANAGEMENT LLC

1 Letterman Drive
Building C, Suite 3-500
San Francisco, California 94129
Tel: 888-393-5878

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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 StatusApproved
Firm CRD#323149
SEC#801-126717
Assets Managed by Firm$38,681,638
No. of Clients1
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total1$38,681,638

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