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Curry Asset Management, LLC (Santa Monica)


Curry Asset Management, LLC is an adviser based in Santa Monica. It manages $7.43 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2004.

Curry Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Curry Asset Management: assets under management

The assets under management (AUM) of Curry Asset Management, LLC is $7.43 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $7.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $928.86 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Curry Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Monica

The principal office where Curry Asset Management, LLC performs its advisory services is located at 100 Wilshire Boulevard,, Santa Monica, CA 90401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-752-1479 or by fax 310-752-1483. The normal business hours are 8:00 a.m. to 3:00 a.m. on Monday - Friday.


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