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CURIO WEALTH, LLC

Tel: 410-449-2599
721 Melvin Ave
Annapolis, Maryland  21401

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CURIO WEALTH, LLC

CURIO WEALTH, LLC is a Annapolis, Maryland based financial advisory firm with nearly $330,681,038 in assets under management and provides investment advisory services for 1044 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

328178

SEC#:

801-128998

No. of Clients:

1044

Assets under Management

$330,681,038

No. of Advisors:

10

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