CURRAN WEALTH MANAGEMENT - Financial Advisor in New York, Albany

Tel: 518-391-4200 30 S. Pearl Street, 9th Floor Albany, New York 12207

About CURRAN WEALTH MANAGEMENT

CURRAN WEALTH MANAGEMENT is a Albany, New York based financial advisory firm with nearly $751,123,641 in assets under management and provides investment advisory services for 994 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

132136

Firm SEC#:

801-63553

Assets Under Management:

$751,123,641

No. of Clients:

994

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
Education seminars/workshops

Fee Structure:

A percentage of AUM, Performance Based

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