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:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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