This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Atlas pathwayPeak delta +more
- Established Date
- 01-23-2014
- Office Locations
- 1
Office Locations
About Curtis Financial Planning
Curtis Financial Planning is an Oakland-based RIA focused on self-made women and female-led households delegating ongoing financial planning and wealth management. The firm covers retirement, tax and estate planning, insurance, cash flow, charitable giving, and investment management, typically implemented with diversified mutual funds and ETFs. Founder and CFP Cathy Curtis has been recognized by Investopedia and InvestmentNews and serves on CNBC’s Financial Advisor Council.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CATHERINE CURTIS
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Founder, Owner
- CRD
- #1644947
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $163,500,000 | $686,975 |
| Non-Discretionary | $0 | -- |
| Total | $163,500,000 | $686,975 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $163,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $55,638,877 | 9.6% |
| Equity - Exchange | $57,377,592 | 9.9% |
| Cash | $141,995,052 | 24.5% |
| Corporate - Investment Grade | $179,087,636 | 30.9% |
| Municipal Bonds | $145,472,482 | 25.1% |
| Total | $579,571,639 | 100.0% |