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Evan Daniel Kurtz

CICERO CAPITAL PARTNERS, LLC·COLUMBIA, Maryland
Unclaimed Profile
11000 BROKEN LAND PARKWAY, COLUMBIA, MD 21044CRD# 2649329Firm CRD# 152885
01

About

Evan Daniel Kurtz is a registered financial advisor based in COLUMBIA, Maryland, affiliated with CICERO CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CICERO CAPITAL PARTNERS, LLC
CICERO CAPITAL PARTNERS
AUM
$23M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CICERO CAPITAL PARTNERS, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2649329
Firm CRD# 152885
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Evan Daniel Kurtz offer?
Evan Daniel Kurtz specializes in Investment Management, Retirement Planning. Contact their office in COLUMBIA, Maryland for a consultation.
What are Evan Daniel Kurtz's credentials?
Evan Daniel Kurtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Evan Daniel Kurtz located?
Evan Daniel Kurtz is based in COLUMBIA, Maryland, working with CICERO CAPITAL PARTNERS, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Evan Daniel Kurtz charge for services?
Evan Daniel Kurtz'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 CICERO CAPITAL PARTNERS, LLC?
CICERO CAPITAL PARTNERS, LLC is a registered investment adviser with the SEC, managing $23M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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