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FIRM PROFILE
Overview
CURTIS POINT CAPITAL is located at 6 Driftwood Lane, Weston, MA 02493 and was first established at Boston, Delaware in 01/09/2017. After operating for 9 years, CURTIS POINT CAPITAL has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CURTIS POINT CAPITAL’s clients are individuals and 0% of their clients are high net worth individuals. CURTIS POINT CAPITAL has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CURTIS POINT CAPITAL are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CURTIS POINT CAPITAL‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CURTIS POINT CAPITAL. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CURTIS POINT CAPITAL Comes From
Understanding the Statistics for CURTIS POINT CAPITAL and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
6 Driftwood Lane, Weston, MA 02493
6 Driftwood, Weston, MA 02493
Small
(631) 721-3541
Delaware since 01/09/2017
Limited Liability Company
September
FIRM DOCUMENTS
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Advisor's working at CURTIS POINT CAPITAL
Douglas Robert Dubiel
Alan Lee Stanzler
Tucker O'brien Perkins
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