CRD: 286179
Mccurdy & Andrew Investments, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 03-20-2017
- Office Locations
- 1
Office Locations
About Mccurdy & Andrew Investments, LLC
McCurdy & Andrew Investments, LLC is a Sturbridge, MA advisory firm focused on helping individuals and families make sound financial decisions through a client-first, seven-step planning process. The team builds retirement action plans and broader financial plans (tax, estate, college, and insurance) and implements portfolios using asset allocation and risk management, primarily with ETFs and mutual funds. Custody includes Charles Schwab and Company.
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Investment Themes
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Technology
Owner & Executives
DENNIS ADOLPHE MCCURDY
Associate, Chief Compliance Officer
- CRD
- #1816265
- Ownership
- 75% or more
Lindsey D Andrew
Investment Advisor Representative
- CRD
- #7586008
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,155,147 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,155,147 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,155,147
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $885,064,785 | 29.4% |
| Equity - Exchange | $418,448,997 | 13.9% |
| Cash | $638,209,981 | 21.2% |
| Equity - OTC | $1,068,700,677 | 35.5% |
| Total | $3,010,424,440 | 100.0% |