Kurtin Financial Advisers, LLC
Kurtin Financial Advisers, LLC is an SEC-registered ria with $128.5M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Kurtin Financial Advisers, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115418, SEC 801-123750, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $128.5M (2026-03-06)
- Firm type
- Ria
- Employees
- 1
- Clients
- 22
- CRD
- 115418
- Ownership
- STEWART, KATHY, KURTIN
How much AUM does Kurtin Financial Advisers, LLC have?
Kurtin Financial Advisers, LLC reported $128.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Kurtin Financial Advisers, LLC?
Disclosed owners and executives of Kurtin Financial Advisers, LLC include STEWART, KATHY, KURTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.