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Steven Jan Czurak

CZURAK WEALTH MANAGEMENT, RIA·TYLER, Texas
Unclaimed Profile
3225 UNIVERSITY BLVD., TYLER, TX 75701CRD# 1179895Firm CRD# 165263
01

About

Steven Jan Czurak is a registered financial advisor based in TYLER, Texas, affiliated with CZURAK WEALTH MANAGEMENT, RIA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CZURAK WEALTH MANAGEMENT, LLC
CZURAK WEALTH MANAGEMENT, LLC
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CZURAK WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1179895
Firm CRD# 165263
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Jan Czurak offer?
Steven Jan Czurak specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TYLER, Texas for a consultation.
What are Steven Jan Czurak's credentials?
Steven Jan Czurak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Jan Czurak located?
Steven Jan Czurak is based in TYLER, Texas, working with CZURAK WEALTH MANAGEMENT, RIA. Their office serves clients in the TYLER metropolitan area and surrounding communities.
How does Steven Jan Czurak charge for services?
Steven Jan Czurak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CZURAK WEALTH MANAGEMENT, RIA?
CZURAK WEALTH MANAGEMENT, RIA has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
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