CURTIS ADVISORY GROUP, LLC - Financial Advisor in California, Santa Barbara

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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