Curtis Advisory is an investment advisor in Santa Barbara with $322.30 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
900512439
SEC advisor number
801-81082
FINRA CRD number
151695
AUM ?
$418.69 mm
(as of 6 Mar 24)
Accounts
444
(as of 6 Mar 24)
Employees
3
(3 investment advisory or research)
Address
Curtis Advisory
735 STATE STREET
SUITE 214
SANTA BARBARA
CA 93101
735 STATE STREET
SUITE 214
SANTA BARBARA
CA 93101
Phone
805-963-6181
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22