CURTIS WEALTH MANAGEMENT GROUP, LLC

ST PETERSBURG, Florida·2 registered advisors·CRD# 130833
SEC# 801-63124727-455-3805
01

Firm Overview

AUM
$19M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CURTIS WEALTH MANAGEMENT GROUP, LLC

2 registered advisors
Kelly Gene Curtis
ST PETERSBURG, Florida
Michelle Louise Pagnott
ST PETERSBURG, Florida
05

Office Locations

ST PETERSBURG, Florida
2 advisors

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Data sourced from SEC Form ADV filings. CURTIS WEALTH MANAGEMENT GROUP, LLC (CRD# 130833) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.