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Curtis Advisory Group

EST. AUM
$573,697,121

CONTACTS
2

CLIENT ACCOUNTS
548

Firm Details

Metro area Los Angeles
CRD Number 151695
Website curtisadvisorygroup.com
Client types

Overview

Curtis Advisory Group, LLC is a boutique wealth management firm located in Santa Barbara. The firm is focused on serving families and business owners who value having an independent and objective investment advisor to help them navigate the many financial decisions that must be made over a lifetime. The firm works with each client's current advisors or introduces new relationships as needed. A good plan is just the first step; the firm helps its clients implement their plans in a disciplined and ongoing process.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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