CURRAN FINANCIAL PARTNERS, LLC

115 River Landing Dr
Suite 200
Daniel Island, South Carolina 29492
Tel: (843) 300-1182

About CURRAN FINANCIAL PARTNERS, LLC

CURRAN FINANCIAL PARTNERS, LLC, formally registered with the SEC as CURRAN FINANCIAL PARTNERS, LLC. The firm was established in 08/20/2020. They have over 3 offices throughout the country.

CURRAN FINANCIAL PARTNERS, LLC is a Daniel Island, South Carolina based Financial Planning firm with nearly $472,730,420 assets under management, offering retirement planning & investment advisory services to 3230 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281943
SEC#	801-119322
Assets Managed by Firm	$472,730,420
No. of Clients	3230
No. of Advisors	10

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 investment companies
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3230	$472,730,420
Individuals (other than high net worth individuals)	1110	$288,207,384
High net worth individuals	72	$129,574,236

More Retirement Planning firms in Daniel Island, South Carolina:

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ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

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