CURRAN WEALTH MANAGEMENT

30 S. Pearl Street, 9th Floor
Albany, New York 12207
Tel: 518-391-4200

About CURRAN WEALTH MANAGEMENT

CURRAN WEALTH MANAGEMENT, formally registered with the SEC as CURRAN WEALTH MANAGEMENT. The firm was established in 10/13/2004. They have over 3 offices throughout the country.

CURRAN WEALTH MANAGEMENT is a Albany, New York based Financial Planning firm with nearly $751,123,641 assets under management, offering retirement planning & investment advisory services to 994 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132136
SEC#	801-63553
Assets Managed by Firm	$751,123,641
No. of Clients	994
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	994	$751,123,641
Individuals (other than high net worth individuals)	185	$69,096,598
High net worth individuals	161	$643,580,907
Pension and profit sharing plans	3	$5,822,655
Charitable organizations	8	$4,757,509
Other investment advisers	1	$9,456,630
Corporations or other businesses	5	$18,409,342

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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