M
CRD: 328206
Mccurdy Financial Solutions
Rocklin, CA
9162800621
$26.9M Total AUM
$26.9M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
2 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-14-2023
- Office Locations
- 1
Office Locations
-- Rocklin CA
About Mccurdy Financial Solutions
Mccurdy Financial Solutions is a Rocklin-based RIA. The firm has been operating for 2 years. Managing $26.9M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
47 AVG AGE
$26.9M AVG AUM / ADVISOR
$358.5K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Ridge crest Optima
Client Personas
Foundation zenith
Investment Themes
Atlas insight Timber unison Alpha ridge Eagle
Investment Vehicles
Frontier optima
Services
Pioneer North Legacy momentum Signal zenith Catalyst catalyst Quantum pioneer Momentum beacon Optima glacier
Owner & Executives
D
DANIEL MCCURDY
Chief Compliance Officer, FOUNDER
- CRD
- #6361133
- Ownership
- 75% or more
(257) 890-6668
pathway.summit@frontiercapital.com
in linkedin.com/in/bridge-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,887,847 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,887,847 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,887,847
Public Funds:
7.9% U.S. Government/Agency:
32.3% Municipal Bonds:
11.0% Cash:
35.1% Equity - Exchange:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $434,690,621 | 7.9% |
| U.S. Government/Agency | $1,777,279,375 | 32.3% |
| Municipal Bonds | $605,265,422 | 11.0% |
| Cash | $1,931,346,937 | 35.1% |
| Equity - Exchange | $753,830,572 | 13.7% |
| Total | $5,502,412,927 | 100.0% |