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Curafin Advisors, LLC

● SEC registered since 2024CRD 329091SEC# 801-129547Phoenix, AZ
Export (members)
Reg. AUM
$448.4M
Employees
6
Accounts
81
Location
Phoenix, AZ

Curafin Advisors, LLC assets under management

Curafin Advisors, LLC is a registered investment adviser overseen by the SEC based in Phoenix, AZ. The firm has been registered since 2024. It reports $448.4 million in regulatory assets under management and employs 6 people.

Curafin Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Andrew S WarningChief Compliance OfficerUnder 5%2024
Mtwest, LLC ControlOwnerOver 75%2023
Shawn Jerome West ControlMember, Founder, Erisa DirectorUnder 5%2023
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Frequently asked questions

How much does Curafin Advisors, LLC manage?

Curafin Advisors, LLC reports $448.4 million in regulatory assets under management on its Form ADV.

How many employees does Curafin Advisors, LLC have?

Curafin Advisors, LLC reports 6 employees.

Where is Curafin Advisors, LLC located?

Curafin Advisors, LLC is based in Phoenix, AZ and has been SEC-registered since 2024.

Does Curafin Advisors, LLC disclose fund performance?

Curafin Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4747 N. 22nd St., Suite 410, Phoenix, AZ 85016
Phone480-284-7080
Office hours9:00 To 5:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$448.4M
Non-discretionary$0
Total (RAUM)$448.4M