Investment adviser · CRD 130833

CURTIS WEALTH MANAGEMENT GROUP, LLC

Investment adviser filing (IA)

ST PETERSBURG, FL, United States · Form ADV filed Jun 28, 2012

Regulatory AUM
$19M
Form ADV · Item 5.F
Client accounts
250
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 28, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Commissions

Principal office

4424 45TH ST SOUTH
ST PETERSBURG, FL, 33711, United States

CRD 130833

Filing source

Form ADV 655684 · Jun 28, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.