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Desiree Lynn Counts Glowa

CURVE ASSET MANAGEMENT LLC·ST. PETERSBURG, Florida
Clean recordCURVE ASSET MANAGEMENT LLC
300 BEACH DRIVE, ST. PETERSBURG, FL 33701CRD# 6428913Firm CRD# 168797

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Desiree Lynn Counts Glowa · ST. PETERSBURG, FL
Registration
CRD #6428913 · CURVE ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Desiree Lynn Counts Glowa is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with CURVE ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CURVE ASSET MANAGEMENT, INC.
CURVE ASSET MANAGEMENT, INC.
AUM
$594M
Regulatory assets under management
Employees
14
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6428913
Firm CRD# 168797
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Desiree Lynn Counts Glowa offer?
Desiree Lynn Counts Glowa specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ST. PETERSBURG, Florida for a consultation.
What are Desiree Lynn Counts Glowa's credentials?
Desiree Lynn Counts Glowa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Desiree Lynn Counts Glowa located?
Desiree Lynn Counts Glowa is based in ST. PETERSBURG, Florida, working with CURVE ASSET MANAGEMENT LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.
How does Desiree Lynn Counts Glowa charge for services?
Desiree Lynn Counts Glowa's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CURVE ASSET MANAGEMENT LLC?
CURVE ASSET MANAGEMENT LLC has approximately 14 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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