DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > california > santa barbara
CURTIS ADVISORY GROUP, LLC
Tel: 805-963-6181
735 State Street Suite 214
Santa Barbara, California 93101
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
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
Firm CRD#:
151695
SEC#:
801-81082
No. of Clients:
444
Assets under Management
$418,691,638
No. of Advisors:
3
More Financial Advisory Firms in Santa Barbara, California
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | 1384 |
| BLACKROCK FUND ADVISORS | 105247 | 700 |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | 3194 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | 857 |
| FRANKLIN ADVISERS, INC. | 104517 | 408 |
| DODGE & COX | 104596 | 306 |
More Firms in Santa Barbara, California >>