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CURRAN WEALTH MANAGEMENT

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

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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

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

Firm CRD#:

132136

SEC#:

801-63553

No. of Clients:

994

Assets under Management

$751,123,641

No. of Advisors:

12

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