RIA Intel›Advisers›Massachusetts›CURTIN FINANCIAL MANAGEMENT, INC.

CURTIN FINANCIAL MANAGEMENT, INC.

Advisory

MA

Data as of Apr 20, 2026 · Source: SEC Form ADV

Rank in MA

#1,070

of 1,590 advisers by AUM

Average account

$539K

across 137 accounts

AUM per adviser

$74M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$74M

Discretionary AUM$70M

Non-Discretionary AUM$4M

Discretionary %95.1%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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