RIA Intel›Advisers›Massachusetts›MCCURDY & ANDREW INVESTMENTS, LLC

MCCURDY & ANDREW INVESTMENTS, LLC

Advisory

STURBRIDGE, MA

Data as of Jun 19, 2026 · Source: SEC Form ADV

Rank in MA
#1,209
of 1,590 advisers by AUM
Average account
$167K
across 241 accounts
AUM per adviser
$20M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 19, 2026.

Total AUM
$40M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$40M
Discretionary AUM$40M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients123
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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