CURTIS ADVISORY GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$573,697,121
Discretionary
$572,393,929
Non-discretionary
$1,303,192
Firm details
- CRD number
- 151695
- SEC file number
- 801-81082
- Main office
- SANTA BARBARA, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.