CURTIS WEALTH MANAGEMENT GROUP, LLC
CRD #130833 SEC #801-63124 ST PETERSBURG, FL 941-953-6602
SEC Registered
Total AUM
$19M
Discretionary
$14M
Employees
1
Clients
0
Accounts
250
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $19M | $14M | $5M | 1 | 200 |
| Apr 2012 | $19M | $14M | $5M | 1 | 200 |
| Mar 2012 | $19M | $14M | $5M | 1 | 200 |
| Mar 2011 | $17.5M | $17.5M | $0 | 5 | -- |
| Feb 2007 | $25.9M | $25.9M | $0 | 10 | -- |
| Nov 2006 | $47.4M | $47.4M | $0 | 10 | -- |
| Mar 2006 | $47.4M | $47.4M | $0 | 10 | -- |
DateJun 2012
Total AUM$19M
Discretionary$14M
Non-Disc.$5M
Employees1
Clients200
DateApr 2012
Total AUM$19M
Discretionary$14M
Non-Disc.$5M
Employees1
Clients200
DateMar 2012
Total AUM$19M
Discretionary$14M
Non-Disc.$5M
Employees1
Clients200
DateMar 2011
Total AUM$17.5M
Discretionary$17.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$25.9M
Discretionary$25.9M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees10
Clients--