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James Curtis Financial and Insurance Services
James Curtis Financial and Insurance Services is a multi-family office specializing in financial planning and insurance for high-net-worth families.
James Curtis Financial and Insurance Services
JAMES CURTIS FINANCIAL AND INSURANCE SERVICES is an SEC-registered investment adviser in COSTA MESA, CA. The firm manages approximately $99 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at James Curtis Financial and Insurance Services?
Named principals are not publicly disclosed. Investment decisions are likely handled by the firm's advisors.
How does the firm source proprietary deal flow?
Proprietary deal flow is not documented. The firm likely relies on its network for direct opportunities.
Is the firm structured as a single family office or multi-family office?
The firm operates as a multi-family office, serving multiple wealthy families.
Does the firm participate in fund commitments or only direct deals?
The investment approach is not publicly detailed. The firm likely engages in direct and fund investments.
What investment stages does the firm typically target?
Target stages are not specified. The firm likely focuses on later-stage and income-producing assets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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