# James Curtis Financial and Insurance Services

James Curtis Financial and Insurance Services is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 169643
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169643

## About

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.

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Last updated: 2026-07-06T01:24:19.029Z

Canonical page: https://altss.com/profile/james-curtis-financial-and-insurance-services

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