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Curtis Advisory Group
Curtis Advisory Group, LLC is an SEC-registered investment adviser in Santa Barbara, CA, registered since 2015. The firm manages $574 million in assets, with...
Overview
Curtis Advisory Group, LLC is an SEC-registered investment adviser in Santa Barbara, CA, registered since 2015. The firm manages $574 million in assets, with $572 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Is Curtis Advisory Group affiliated with any other financial entities?
No public evidence links Curtis Advisory Group, LLC to any known Curtis-branded businesses, charitable foundations, or investment vehicles. The firm stands alone in available public references.
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