Curran Wealth Management

Financial planning in Albany, NY

SEC registeredNo commissions reported

Call (518) 391-4200 Send a message Map ↗

Public-record details

Address: 30 S. Pearl Street, 9th Floor, Albany, NY 12207
Phone: (518) 391-4200
Listed under: Financial planning, % of assets managed, Retirement plan consulting
Legal name: Cim, LLC
CRD number: 132136
Registration: SEC registered since 2004-10-13
Compensation (Form ADV 5.E): Percentage of assets under management; Performance-based fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management: $804.3 million
Accounts managed: 1,074
Clients reported (Form ADV 5.D): 385
Individual / high-net-worth clients: 201 / 168
Employees: 12
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-27

SEC registered investment adviser, CRD 132136, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 132136 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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