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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Atlas bridgeHorizon north +more
- Established Date
- 09-09-2021
- Office Locations
- 1
Office Locations
About P.r. Curtman Investments LLC
PR Curtman Investments is an independent, fee-only RIA serving individuals and families with detailed financial planning and tailored portfolio management. The firm builds data-driven, research-led strategies around goals, time horizon, cash-flow needs, taxes, and risk tolerance, and trades only when aligned with its market outlook. Offers retirement and estate planning; Schwab-custodied; publishes weekly Monday market insights.
Team overview
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Investment Themes
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Platform
Services
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Owner & Executives
Paul Randall Curtman
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #5537801
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,728,158 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,728,158 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,728,158
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $100,848,869 | 9.5% |
| Equity - Exchange | $377,917,868 | 35.6% |
| Cash | $276,007,431 | 26.0% |
| Private Funds | $306,792,876 | 28.9% |
| Total | $1,061,567,044 | 100.0% |