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Adam Brennen Curran

CURRAN FINANCIAL PARTNERS, LLC·CHARLESTON, South Carolina
Unclaimed Profile
672 MARINA DRIVE, CHARLESTON, SC 29492CRD# 5318690Firm CRD# 281943
01

About

Adam Brennen Curran is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with CURRAN FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
CURRAN FINANCIAL PARTNERS, LLC
CURRAN FINANCIAL PARTNERS, LLC
AUM
$473M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CURRAN FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5318690
Firm CRD# 281943
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Brennen Curran offer?
Adam Brennen Curran specializes in Financial Planning, Investment Management. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Adam Brennen Curran's credentials?
Adam Brennen Curran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Brennen Curran located?
Adam Brennen Curran is based in CHARLESTON, South Carolina, working with CURRAN FINANCIAL PARTNERS, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Adam Brennen Curran charge for services?
Adam Brennen Curran's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CURRAN FINANCIAL PARTNERS, LLC?
CURRAN FINANCIAL PARTNERS, LLC has approximately 10 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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