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Curran Financial Partners, LLC

● SEC registered since 2020CRD 281943SEC# 801-119322Daniel Island, SC
Export (members)
Reg. AUM
$592.9M
Employees
20
Accounts
3,590
Location
Daniel Island, SC

Curran Financial Partners, LLC assets under management

Curran Financial Partners, LLC is a registered investment adviser overseen by the SEC based in Daniel Island, SC. The firm has been registered since 2020. It reports $592.9 million in regulatory assets under management and employs 20 people.
www.facebook.com/curranfinancialView on SEC.gov ↗

Curran Financial Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Adam Brennen Curran ControlPresidentOver 75%2015
Matthew Michael GiggeyChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Curran Financial Partners, LLC manage?

Curran Financial Partners, LLC reports $592.9 million in regulatory assets under management on its Form ADV.

How many employees does Curran Financial Partners, LLC have?

Curran Financial Partners, LLC reports 20 employees.

Where is Curran Financial Partners, LLC located?

Curran Financial Partners, LLC is based in Daniel Island, SC and has been SEC-registered since 2020.

Does Curran Financial Partners, LLC disclose fund performance?

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

Contact & registration

Address115 River Landing Dr, Suite 200, Daniel Island, SC 29492
Phone(843) 300-1182
Fax843-814-0659
Office hours8:30 a.m. - 5:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$592.9M
Non-discretionary$0
Total (RAUM)$592.9M