|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kurtin Financial Advisers LLC
✚
|
|
|---|---|
| CRD # | 115418 |
| SEC # | 801-123750 |
| CIK # | 0000006282 |
| AUM | $122.3 M (2025-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 214-891-0399 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.1 |
| (b) Individuals (high net worth individuals) | 21 | 111.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 10.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 122.3 |
| By Discretionary | ||
| Discretionary | 24 | 122.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 122.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.3 | |
| Total | 24 | 122.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clarity Investments Planning LLC
✚
|
NY | 0.1 |
|
Landmark Wealth Advisors LLC
✚
|
UT | 0.1 |
|
Broadview Wealth Management LLC
✚
|
0.1 | |
|
Murray Financial Services Inc
✚
|
CA | 0.1 |
|
Ahara Advisors LLC
✚
|
NJ | 0.1 |
|
Chicago Capital Management Advisors LLC
✚
|
IL | 0.1 |
|
Maiden Cove Capital LLC
✚
|
ME | 0.1 |
|
Second Summit Wealth Management LLC
✚
|
0.1 | |
|
Arbus Capital Management LLC
✚
|
0.1 | |
|
Pinnacle Strategic Wealth Management LLC
✚
|
PA | 0.1 |