CURTIS WEALTH MANAGEMENT LLC
Tel: 702-720-3551 170 S. Green Valley Parkway Suite 300 (Office 351) Henderson, Nevada 89012
About CURTIS WEALTH MANAGEMENT LLC
CURTIS WEALTH MANAGEMENT LLC is a Henderson, Nevada based financial advisory firm with nearly $144,858,172 in assets under management and provides investment advisory services for 470 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
312245
Firm SEC#:
801-131657
Assets Under Management:
$144,858,172
No. of Clients:
470
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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