$1.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
35 Center Street Burlington MA
About Curtin Financial Services, Inc.
Curtin Financial Services, Inc. is a Burlington-based RIA. The firm has been operating for 32 years. Managing $1.5M in total assets under management, with 1 advisory representatives.
Team overview
73 AVG AGE
$1.5M AVG AUM / ADVISOR
$300.0K AVG AUM / CLIENT
21.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
32yrs Firm Age
Insights
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Services
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Owner & Executives
No owner records available.
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Unlock allContacts
B
BRIAN PATRICK CURTIN
Collector, Treasurer
- CRD
- #2617477
Available
Available
Available
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,500,000 | -- |
| Total | $1,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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