CIM, LLC
Legal name: CURRAN WEALTH MANAGEMENT
CRD #132136 SEC #801-63553 ALBANY, NY 518-391-4200
SEC Registered
Total AUM
$751.1M
Discretionary
$720.9M
Employees
12
Clients
51
Accounts
994
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $751.1M | $720.9M | $30.2M | 12 | 30 |
| Mar 2024 | $633.3M | $606.6M | $26.6M | 12 | 7 |
| Mar 2023 | $513.4M | $491.3M | $22.1M | 12 | 7 |
| Nov 2022 | $643.2M | $613M | $30.2M | 13 | 9 |
| Mar 2022 | $643.2M | $613M | $30.2M | 13 | 9 |
| Nov 2021 | $565M | $538M | $27M | 15 | 9 |
| Oct 2021 | $565M | $538M | $27M | 15 | 9 |
| Apr 2021 | $565M | $538M | $27M | 15 | 9 |
| Dec 2020 | $439M | $418M | $21M | 14 | 5 |
| Jun 2020 | $439M | $418M | $21M | 14 | 5 |
| Mar 2020 | $439M | $418M | $21M | 14 | 5 |
| Mar 2019 | $338M | $322M | $16M | 13 | 5 |
| Jan 2019 | $357M | $340M | $17M | 12 | 35 |
| Jun 2018 | $357M | $340M | $17M | 12 | 35 |
| Mar 2018 | $357M | $340M | $17M | 12 | 35 |
| Dec 2017 | $309M | $293M | $16M | 12 | 0 |
| Sep 2017 | $309M | $293M | $16M | 10 | 500 |
| Mar 2017 | $309M | $293M | $16M | 10 | 500 |
| Mar 2016 | $305M | $287M | $18M | 10 | 500 |
| Dec 2015 | $320M | $304M | $16M | 10 | 500 |
| Jun 2015 | $320M | $304M | $16M | 12 | 500 |
| Mar 2015 | $320M | $304M | $16M | 12 | 500 |
| Mar 2015 | $320M | $304M | $16M | 12 | 500 |
| Jan 2015 | $285M | $270M | $15M | 12 | 500 |
| Nov 2014 | $285M | $270M | $15M | 12 | 500 |
| Mar 2014 | $285M | $270M | $15M | 12 | 500 |
| Mar 2013 | $248M | $227M | $21M | 12 | 500 |
| Nov 2012 | $215M | $200M | $15M | 12 | 500 |
| Sep 2012 | $215M | $200M | $15M | 6 | 500 |
| Aug 2012 | $215M | $200M | $15M | 6 | 500 |
| Mar 2012 | $215M | $200M | $15M | 6 | 500 |
| Jan 2012 | $189.2M | $168.6M | $20.6M | 6 | 500 |
| Nov 2011 | $189.2M | $168.6M | $20.6M | 6 | 251 |
| May 2011 | $189.2M | $168.6M | $20.6M | 10 | -- |
| Mar 2011 | $189.2M | $168.6M | $20.6M | 10 | -- |
| Aug 2010 | $211.2M | $188.9M | $22.2M | 10 | -- |
| Mar 2010 | $211.2M | $188.9M | $22.2M | 10 | -- |
| Mar 2007 | $225.3M | $165.2M | $60.1M | -- | -- |
| Dec 2006 | $220M | $175M | $45M | -- | -- |
| Mar 2006 | $222M | $177.7M | $44.3M | -- | -- |
| Mar 2006 | $222M | $177.7M | $44.3M | -- | -- |
| Feb 2005 | $214.7M | $170.6M | $44.1M | -- | -- |
| Jan 2005 | $0 | $0 | $0 | -- | -- |
DateFeb 2025
Total AUM$751.1M
Discretionary$720.9M
Non-Disc.$30.2M
Employees12
Clients30
DateMar 2024
Total AUM$633.3M
Discretionary$606.6M
Non-Disc.$26.6M
Employees12
Clients7
DateMar 2023
Total AUM$513.4M
Discretionary$491.3M
Non-Disc.$22.1M
Employees12
Clients7
DateNov 2022
Total AUM$643.2M
Discretionary$613M
Non-Disc.$30.2M
Employees13
Clients9
DateMar 2022
Total AUM$643.2M
Discretionary$613M
Non-Disc.$30.2M
Employees13
Clients9
DateNov 2021
Total AUM$565M
Discretionary$538M
Non-Disc.$27M
Employees15
Clients9
DateOct 2021
Total AUM$565M
Discretionary$538M
Non-Disc.$27M
Employees15
Clients9
DateApr 2021
Total AUM$565M
Discretionary$538M
Non-Disc.$27M
Employees15
Clients9
DateDec 2020
Total AUM$439M
Discretionary$418M
Non-Disc.$21M
Employees14
Clients5
DateJun 2020
Total AUM$439M
Discretionary$418M
Non-Disc.$21M
Employees14
Clients5
DateMar 2020
Total AUM$439M
Discretionary$418M
Non-Disc.$21M
Employees14
Clients5
DateMar 2019
Total AUM$338M
Discretionary$322M
Non-Disc.$16M
Employees13
Clients5
DateJan 2019
Total AUM$357M
Discretionary$340M
Non-Disc.$17M
Employees12
Clients35
DateJun 2018
Total AUM$357M
Discretionary$340M
Non-Disc.$17M
Employees12
Clients35
DateMar 2018
Total AUM$357M
Discretionary$340M
Non-Disc.$17M
Employees12
Clients35
DateDec 2017
Total AUM$309M
Discretionary$293M
Non-Disc.$16M
Employees12
Clients0
DateSep 2017
Total AUM$309M
Discretionary$293M
Non-Disc.$16M
Employees10
Clients500
DateMar 2017
Total AUM$309M
Discretionary$293M
Non-Disc.$16M
Employees10
Clients500
DateMar 2016
Total AUM$305M
Discretionary$287M
Non-Disc.$18M
Employees10
Clients500
DateDec 2015
Total AUM$320M
Discretionary$304M
Non-Disc.$16M
Employees10
Clients500
DateJun 2015
Total AUM$320M
Discretionary$304M
Non-Disc.$16M
Employees12
Clients500
DateMar 2015
Total AUM$320M
Discretionary$304M
Non-Disc.$16M
Employees12
Clients500
DateMar 2015
Total AUM$320M
Discretionary$304M
Non-Disc.$16M
Employees12
Clients500
DateJan 2015
Total AUM$285M
Discretionary$270M
Non-Disc.$15M
Employees12
Clients500
DateNov 2014
Total AUM$285M
Discretionary$270M
Non-Disc.$15M
Employees12
Clients500
DateMar 2014
Total AUM$285M
Discretionary$270M
Non-Disc.$15M
Employees12
Clients500
DateMar 2013
Total AUM$248M
Discretionary$227M
Non-Disc.$21M
Employees12
Clients500
DateNov 2012
Total AUM$215M
Discretionary$200M
Non-Disc.$15M
Employees12
Clients500
DateSep 2012
Total AUM$215M
Discretionary$200M
Non-Disc.$15M
Employees6
Clients500
DateAug 2012
Total AUM$215M
Discretionary$200M
Non-Disc.$15M
Employees6
Clients500
DateMar 2012
Total AUM$215M
Discretionary$200M
Non-Disc.$15M
Employees6
Clients500
DateJan 2012
Total AUM$189.2M
Discretionary$168.6M
Non-Disc.$20.6M
Employees6
Clients500
DateNov 2011
Total AUM$189.2M
Discretionary$168.6M
Non-Disc.$20.6M
Employees6
Clients251
DateMay 2011
Total AUM$189.2M
Discretionary$168.6M
Non-Disc.$20.6M
Employees10
Clients--
DateMar 2011
Total AUM$189.2M
Discretionary$168.6M
Non-Disc.$20.6M
Employees10
Clients--
DateAug 2010
Total AUM$211.2M
Discretionary$188.9M
Non-Disc.$22.2M
Employees10
Clients--
DateMar 2010
Total AUM$211.2M
Discretionary$188.9M
Non-Disc.$22.2M
Employees10
Clients--
DateMar 2007
Total AUM$225.3M
Discretionary$165.2M
Non-Disc.$60.1M
Employees--
Clients--
DateDec 2006
Total AUM$220M
Discretionary$175M
Non-Disc.$45M
Employees--
Clients--
DateMar 2006
Total AUM$222M
Discretionary$177.7M
Non-Disc.$44.3M
Employees--
Clients--
DateMar 2006
Total AUM$222M
Discretionary$177.7M
Non-Disc.$44.3M
Employees--
Clients--
DateFeb 2005
Total AUM$214.7M
Discretionary$170.6M
Non-Disc.$44.1M
Employees--
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--