CRD: 125545
Curtin Financial Management, Inc.
Tuftonboro, NH
7812390827
$73.9M Total AUM
$70.3M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa · Transamerica · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-09-2003
- Office Locations
- 1
Office Locations
ONE Hollis Street Suite 103 Wellesley MA
About Curtin Financial Management, Inc.
Curtin Financial Management, Inc. is a Tuftonboro-based RIA. The firm has been operating for 23 years. Managing $73.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$73.9M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
23 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Delta matrix Ridge pioneer
Client Personas
Ridge ridge
Investment Themes
Vital Catalyst
Investment Vehicles
Eagle vector
Services
Bridge Atlas vital Alpha oak Focus Capital
Owner & Executives
W
WILLIAM JOHN CURTIN
Chief Compliance Officer, Owner, President
- CRD
- #1146396
- Ownership
- 75% or more
(596) 902-7865
vertex.atlas@valuecapital.com
in linkedin.com/in/capital-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,289,856 | -- |
| Non-Discretionary | $3,617,996 | -- |
| Total | $73,907,852 | -- |
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Separately Managed Accounts
Total SMA Asset: $73,907,852
Public Funds:
17.8% Equity - Exchange:
26.8% Cash:
24.0% Municipal Bonds:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,318,020,215 | 17.8% |
| Equity - Exchange | $1,984,434,931 | 26.8% |
| Cash | $1,777,105,908 | 24.0% |
| Municipal Bonds | $2,325,046,898 | 31.4% |
| Total | $7,404,607,952 | 100.0% |