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CURVE ASSET MANAGEMENT, INC.
CURVE ASSET MANAGEMENT, INC.
ST. PETERSBURG, Florida
·
2 registered advisors
·
CRD# 168797
SEC# 801-79014
1
646-477-0084
01
Firm Overview
AUM
$594M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CURVE ASSET MANAGEMENT, INC.
2 registered advisors
Barry Foster Steinman
ST. PETERSBURG, Florida
CRD# 1962590
William Edgar Lane
ST. PETERSBURG, Florida
CRD# 2047408
05
Office Locations
ST. PETERSBURG, Florida
2 advisors
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Data sourced from SEC Form ADV filings. CURVE ASSET MANAGEMENT, INC. (CRD# 168797) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.