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CURTIS WEALTH MANAGEMENT LLC
CURTIS WEALTH MANAGEMENT LLC
HENDERSON, Nevada
·
1 registered advisor
·
CRD# 312245
SEC# 801-131657
1
702-720-3551
01
Firm Overview
AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CURTIS WEALTH MANAGEMENT LLC
1 registered advisor
Jordan Robert Curtis
HENDERSON, Nevada
CRD# 4950045
05
Office Locations
HENDERSON, Nevada
1 advisor
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Data sourced from SEC Form ADV filings. CURTIS WEALTH MANAGEMENT LLC (CRD# 312245) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.