Curtis Advisory is an investment advisor in Santa Barbara with $322.30 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
900512439
SEC advisor number
801-81082
FINRA CRD number
151695
AUM ?
$322.30 mm
(as of 14 Jun 23)
Accounts
375
(as of 14 Jun 23)
Employees
3
(3 investment advisory or research)
Address
Curtis Advisory
735 STATE STREET
SUITE 214
SANTA BARBARA
CA 93101
735 STATE STREET
SUITE 214
SANTA BARBARA
CA 93101
Office hours
Monday - Friday, 8AM -5PM
Phone
805-963-6181
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Curtis, Ryan, Earl | Managing Member/principal | 08/2009 | 50-75% |
Hayes, Joshua, D | Member/cco | 01/2021 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22