CURTIS ADVISORY GROUP, LLC

Tel: 805-963-6181 735 State Street Suite 214 Santa Barbara, California 93101

About CURTIS ADVISORY GROUP, LLC

CURTIS ADVISORY GROUP, LLC is a Santa Barbara, California based financial advisory firm with nearly $418,691,638 in assets under management and provides investment advisory services for 444 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

151695

Firm SEC#:

801-81082

Assets Under Management:

$418,691,638

No. of Clients:

444

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (INDEPENDENT PERFORMANCE REPORTING AND INVESTMENT OVERSIGHT)

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