Kurtin Financial Advisers LLC

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Assets, Funds, Holdings

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Kurtin Financial Advisers LLC
CRD #115418
SEC #801-123750
CIK #0000006282
AUM $109.6 MM (2024-03-13)
Employees 1 (100% Investors, 0% Brokers)
Phone214-891-0399
Address4233 Colgate Avenue
Dallas, TX 75225
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
1209672482402006201220182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 2 0.7
(b) Individuals (high net worth individuals) 21 98.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 10.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 24 109.6
By Discretionary
Discretionary 24 109.6
Non-Discretionary 0 0.0
Total 24 109.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 109.6
Total 24 109.6
Comparable Firms State AUM ($BB)
Connective Portfolio Management LLC
NY 0.1
Maiden Cove Capital LLC
ME 0.1
LD Lowe Wealth Advisory Inc
TX 0.1
Davis Financial Management Inc
KS 0.1
PMG Family Office LLC
TX 0.1
Boyd Financial Strategies Inc
MA 0.1
Build Asset Management LLC
MO 0.1
Counsel Fiduciary LLC
NY 0.1
Media Wealth LLC
CA 0.1
Driven Investments LLC
UT 0.1
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