|
⚲
|
| Curran Financial Partners LLC
✚
| |
|---|---|
| CRD # | 281943 |
| SEC # | 801-119322 |
| CIK # | 0001843867 |
| AUM | $472.7 MM (2024-08-15) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 843-300-1182 |
| Address | 115 River Landing Dr Daniel Island, SC 29492 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.3 | |
| SHW | 58,089.9 | 2.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,110 | 288.2 |
| (b) Individuals (high net worth individuals) | 72 | 129.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 54.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,230 | 472.7 |
| By Discretionary | ||
| Discretionary | 2,690 | 364.2 |
| Non-Discretionary | 540 | 108.6 |
| Total | 3,230 | 472.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.7 | |
| Total | 3,230 | 472.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001843867] |
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