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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 13, 2019
    • $338.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 676
      Accounts
    • $500.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

3

name start date
Cristina L Scheid
November 2006
Kevin Thomas Curran
October 2004
Thomas Joseph Curran
November 2004

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Curran Advisory Services Broker-Dealer --
    Hippo Tax Services -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Thomas Joseph Curran Ceo/Sole Member/Chief Compliance Officer December, 2003 75% or more
      Kevin Thomas Curran Chief Investment Officer August, 2013 less than 5%
      Janice Marie Galazzo Chief Information Officer January, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Commissions
        • Performance-Based Fees
        • Other