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Kurtin Financial Advisers, LLC

● SEC registered since 2022CRD 115418SEC# 801-123750
Export (members)
Reg. AUM
$122.3M
Employees
1
Accounts
24
Location
—

Kurtin Financial Advisers, LLC assets under management

Kurtin Financial Advisers, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2022. It reports $122.3 million in regulatory assets under management and employs 1 people.
kurtinfinancial.comView on SEC.gov ↗

Kurtin Financial Advisers, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kathy Kurtin Stewart ControlManaging Member, Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Kurtin Financial Advisers, LLC manage?

Kurtin Financial Advisers, LLC reports $122.3 million in regulatory assets under management on its Form ADV.

How many employees does Kurtin Financial Advisers, LLC have?

Kurtin Financial Advisers, LLC reports 1 employees.

Does Kurtin Financial Advisers, LLC disclose fund performance?

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

Contact & registration

Phone214-891-0399
Fax214-891-9399
Office hours8:30 a.m. 3:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK6282
Discloses disciplinary historyNo

Assets under management

Discretionary$122.3M
Non-discretionary$0
Total (RAUM)$122.3M