CURRAN WEALTH MANAGEMENT
Albany, New York
5.0
1 Review
Curran Wealth Management, headquartered in Albany, NY, is a respected investment advisory firm with two offices. With a dedicated team of 12 professionals, including 10 experienced investment advisors, they offer comprehensive wealth management services to clients. Their average assets under management per investment advisor amount to approximately $51,340,000, which aligns with the industry average. Curran Wealth Management employs a diverse compensation structure that includes a percentage of assets under management, ensuring their interests are aligned with those of their clients. While their portfolio comprises less than 30% ...
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Assets Under Mgmt

$513.43M

Investment Professionals

10

Locations

1

% 401K & Individual

13%

% Discretionary

96%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops
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