CURATED WEALTH PARTNERS, LLC - Financial Advisor in California, El Segundo

Tel: 310-356-0830 2101 E El Segundo Blvd. Suite 501 El Segundo, California 90245

About CURATED WEALTH PARTNERS, LLC

CURATED WEALTH PARTNERS, LLC is a El Segundo, California based financial advisory firm with nearly $1,448,000,000 in assets under management and provides investment advisory services for 328 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

297852

Firm SEC#:

801-113890

Assets Under Management:

$1,448,000,000

No. of Clients:

328

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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