CURTIS ADVISORY GROUP, LLC

735 State Street
Suite 214
Santa Barbara, California 93101
Tel: 805-963-6181

About CURTIS ADVISORY GROUP, LLC

CURTIS ADVISORY GROUP, LLC, formally registered with the SEC as CURTIS ADVISORY GROUP, LLC. The firm was established in 03/09/2015. They have over 1 offices throughout the country.

CURTIS ADVISORY GROUP, LLC is a Santa Barbara, California based Financial Planning firm with nearly $418,691,638 assets under management, offering retirement planning & investment advisory services to 444 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151695
SEC#	801-81082
Assets Managed by Firm	$418,691,638
No. of Clients	444
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INDEPENDENT PERFORMANCE REPORTING AND INVESTMENT OVERSIGHT)

Firm Client Information

	No. of Clients	AUM
Firm Total	444	$418,691,638
Individuals (other than high net worth individuals)	60	$15,365,783
High net worth individuals	57	$305,054,139
Pension and profit sharing plans	1	$1,369,798
Charitable organizations	3	$76,960,919
Corporations or other businesses	5	$19,940,999

More Retirement Planning firms in Santa Barbara, California:

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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