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CURI WEALTH MANAGEMENT, LLC
CURI WEALTH MANAGEMENT, LLC
CURI CAPITAL
RALEIGH, North Carolina
·
3 registered advisors
·
CRD# 281133
SEC# 801-118864
3
984-202-2800
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CURI WEALTH MANAGEMENT, LLC
3 registered advisors
Geremy Edwin Connor
RALEIGH, North Carolina
CRD# 5876088
Mark Nicholas Paccione
RALEIGH, North Carolina
CFP
CFA
CRD# 4775789
Matthew Himat Mongia
RALEIGH, North Carolina
CRD# 2346888
05
Office Locations
RALEIGH, North Carolina
3 advisors
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Data sourced from SEC Form ADV filings. CURI WEALTH MANAGEMENT, LLC (CRD# 281133) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.