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⚲
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| Curtis & Bissonette Inc
✚
| |
|---|---|
| CRD # | 105136 |
| SEC # | 801-31670 |
| CIK # | |
| AUM | $47.4 MM (2024-03-29) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 518-523-2443 |
| Address | 1992 Saranac Avenue Suite 2, Crestview Plaza Lake Placid, NY 12946 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 10.7 |
| (b) Individuals (high net worth individuals) | 16 | 35.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 1.3 |
| (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 | 67 | 47.4 |
| By Discretionary | ||
| Discretionary | 59 | 44.2 |
| Non-Discretionary | 8 | 3.2 |
| Total | 67 | 47.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 47.4 | |
| Total | 67 | 47.4 |
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|---|---|---|
|
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✚
|
NY | 0.0 |
|
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|
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|
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MD | 0.0 |
|
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|
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|
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0.0 | |
|
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|
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UT | 0.0 |
|
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NY | 0.0 |