JC
Multi-Family OfficeRIA · CRD 169643State-Registered Investment Adviser
Updated:
James Curtis Financial and Insurance Services
JAMES CURTIS FINANCIAL AND INSURANCE SERVICES is a state-registered investment adviser in COSTA MESA, CA. The firm manages approximately $99 million in...
Overview
JAMES CURTIS FINANCIAL AND INSURANCE SERVICES is a state-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
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research James Curtis Financial and Insurance Services in Altss
Explore available research and relationship coverage for this adviser in Altss.