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Curtis Advisory Group LLC
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CRD # | 151695 |
SEC # | 801-81082 |
CIK # | 0001664656 |
AUM | $418.7 MM (2024-03-06) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 805-963-6181 |
Address | 735 State Street Santa Barbara, CA 93101 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AMZN | 1,092,997.8 | 7.6 | |
NVDA | 399,550.0 | 5.0 | |
AAPL | 2,382,844.0 | 2.7 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 60 | 15.4 |
(b) Individuals (high net worth individuals) | 57 | 305.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 1.4 |
(h) Charitable organizations | 3 | 77.0 |
(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 | 5 | 19.9 |
(n) Other | 0 | 0.0 |
Total | 444 | 418.7 |
By Discretionary | ||
Discretionary | 441 | 418.2 |
Non-Discretionary | 3 | 0.5 |
Total | 444 | 418.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.3 | |
United States Persons | 418.4 | |
Total | 444 | 418.7 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001664656] |
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