Curran Financial Partners is an investment advisor in Charleston with $319.13 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474861638
SEC advisor number
801-119322
FINRA CRD number
281943
AUM ?
$319.13 mm
(as of 26 Jun 23)
Accounts
2,769
(as of 26 Jun 23)
Employees
11
(11 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 5:30 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Curran, Adam, Brennen | President | 08/2015 | > 75% |
Kronket, Michael, William | Chief Compliance Officer | 06/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22