CIM, LLC
Doing business as CURRAN WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$804,251,910
Discretionary
$770,691,048
Non-discretionary
$33,560,862
Firm details
- CRD number
- 132136
- SEC file number
- 801-63553
- Main office
- ALBANY, NY, United States
- Employees
- 12
- SEC status
- Approved
- Website
- https://www.facebook.com/pages/category/Financial-Service/Curran-Wealth-Management-107449580995525/
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.