Curtis Wealth Management Group, LLC is an adviser based in St Petersburg. It manages $19 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Florida.
Curtis Wealth Management Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Curtis Wealth Management Group, LLC is $19 million. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Curtis Wealth Management Group, LLC for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kelly Gene Curtis has been acting as President since 1 Nov 2003. Michelle Louise Pagnott joined the executive team most recently as the Executive Vice President.
The principal office where Curtis Wealth Management Group, LLC performs its advisory services is located at 4424 45 Th St South, St Petersburg, FL 33711, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 727-455-3805 or by fax 941-953-6306. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.