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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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