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Curtis Financial Planning, LLC

● SEC registered since 2025CRD 136785SEC# 801-132154
Export (members)
Reg. AUM
$129.6M
Employees
1
Accounts
226
Location
—

Curtis Financial Planning, LLC assets under management

Curtis Financial Planning, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $129.6 million in regulatory assets under management and employs 1 people.
www.curtisfinancialplanning.comView on SEC.gov ↗

Curtis Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Catherine Curtis ControlOwner And Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Curtis Financial Planning, LLC manage?

Curtis Financial Planning, LLC reports $129.6 million in regulatory assets under management on its Form ADV.

How many employees does Curtis Financial Planning, LLC have?

Curtis Financial Planning, LLC reports 1 employees.

Does Curtis Financial Planning, LLC disclose fund performance?

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

Contact & registration

Phone(510) 451-3528
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.6M
Non-discretionary$0
Total (RAUM)$129.6M