Curran Financial Partners, Llc
Charleston, South Carolina
5.0
47 Reviews
Curran Financial Partners, LLC, based out of Charleston, SC, is a reputable local investment advisory firm. With over 1,020 individual clients and a remarkable $319,132,000 in assets under management, they have built a strong presence in the financial industry. Boasting five offices, they cater to a diverse range of clients seeking expert financial advice and management services. In addition to their investment advisory services, Curran Financial Partners, LLC serves as an insurance broker or agent, ensuring comprehensive coverage for their clients. A significant portion of their assets under management, approximately half, stems...
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Assets Under Mgmt

$319.13M

Investment Professionals

12

Locations

4

% 401K & Individual

51%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
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