Curi Capital

Curi Capital

Financial Services, 700 SPG FRST Rd, Raleigh, North Carolina, 27609, United States, 11-50 Employees

curicapital.com

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phone no Phone Number: +16*********

Who is CURI CAPITAL

Curi Capital's registered investment adviser subsidiary, Curi Wealth Management, LLC, is a full-service, fee-only adviser that provides personalized wealth management, financial planning,...

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  • 700 SPG FRST Rd, Raleigh, North Carolina, 27609, United States Headquarters: 700 SPG FRST Rd, Raleigh, North Carolina, 27609, United States
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Curi Capital Org Chart and Mapping

Employees

Hannah Arthur

Client Service Associate

Colin Kelly

Managing Director, Portfolio Manager

Shannon Brown

Investment Operations Analyst

Beth Dalton

Chief Compliance Officer

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Frequently Asked Questions Regarding Curi Capital

Answer: Curi Capital's headquarters are located at 700 SPG FRST Rd, Raleigh, North Carolina, 27609, United States

Answer: Curi Capital's phone number is +16*********

Answer: Curi Capital's official website is https://curicapital.com

Answer: Curi Capital's revenue is $1 Million to $5 Million

Answer: Curi Capital's SIC: 6282

Answer: Curi Capital has 11-50 employees

Answer: Curi Capital is in Financial Services

Answer: Curi Capital contact info: Phone number: +16********* Website: https://curicapital.com

Answer: Curi Capital's registered investment adviser subsidiary, Curi Wealth Management, LLC, is a full-service, fee-only adviser that provides personalized wealth management, financial planning, and retirement plan solutions to high-net-worth individuals, ultra-high-net worth families, and businesses. Were a solutions-based firm with a high-touch, client-centric focus. We take a team approach to investment management and planning that emphasizes collaboration and innovation at the highest level. We were founded on the idea that achieving true wealth can mean something different to everyone. It could be providing for loved ones, enjoying lifes pleasures in retirement, or the peace of mind that comes with being prepared for unexpected twists and turns. Investment advisory products and services are offered through Curi Capital, an investment advisor registered with the SEC. Securities are offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice, nor does Curi Capital. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional can transact business in your state.

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