Curat Global Llc (Springfield)
Curat Global Llc Is a Large Advisory Firm Based in Springfield. It Manages $105.29 Million of Regulatory Assets for 11 Client Accounts. It Has Been Registered...
Curat Global LLC is a large advisory firm based in Springfield. It manages $105.29 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2018.
Curat Global provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as investment research publisher.
Curat Global: assets under management
The assets under management (AUM) of Curat Global LLC is $105.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8674% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $105.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.57 million each.
Investments
The firm invests in exchange traded securities the most. They account for 62% of the total AUM. The second-largest asset type is state and local bonds, which make up 17% of the firm’s portfolio. Investments in investment grade corporate bonds form 10% of the total invested assets.
Sarah Jenkins is a veteran tech journalist with over 12 years of experience covering artificial intelligence, mobile innovations, and digital ethics. Her insights have appeared in leading technology publications worldwide.
