CURTIS & BISSONETTE INC
Adviser information for CURTIS & BISSONETTE INC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 59 | $44.2M |
| Non-Discretionary | 8 | $3.2M |
| Total | 67 | $47.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 14 | $10.7M |
| HNW Individuals | 16 | $35.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-31670 |
|---|---|
| SEC ERA File Number | 801-31670 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105136 |
| Legal Entity Identifier | None |
Principal Office
1992 SARANAC AVENUE - SUITE 2, CRESTVIEW PLAZALAKE PLACID
NY
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: 518-523-2443, Fax: 518-523-4665
Chief Compliance Officer
GWYN-ANNE BISSONETTE
PRESIDENT / CHIEF COMPLIANCE OFFICER
PO BOX 311
1992 SARANAC AVENUE, SUITE 2
LAKE PLACID
NY
United States
Tel:
518-523-2443
Fax:
518-523-4665
G***@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BISSONETTE, GWYNANNE, M | Individual | – | PRESIDENT/VICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER | 03/1992 | > 75% |