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KURTIN FINANCIAL ADVISERS, LLC
CRD 115418 · SEC 801-123750
TX, United States
Phone
214-891-0399
Fax
214-891-9399
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.5M
Discretionary AUM
$128.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $116.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD