Curcio Webb, LLC
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Overview
Curcio Webb, LLC is a financial advisory company based in Lawrence Township, New Jersey. The company has a small group, including 7 financial advisors. Curcio Webb, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like options, stocks and bonds.
The firm's main office is at 3120 Princeton Pike, Lawrence Township, New Jersey 8648. Curcio Webb, LLC is legally allowed to provide services to clients across a few states, including California and Texas.
Editorial note: Under some conditions, advisors and firms can register as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the available information for Curcio Webb, LLC. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Curcio Webb, LLC by the Numbers
25
Products and Services
Curcio Webb, LLC provides multiple services, which can include pension consulting services, selection of other advisers and educational seminars. It does sell products or offer services different than investment advisory services to its clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fees billed by Curcio Webb, LLC likely include the following fee structures: hourly or fixed. Curcio Webb, LLC does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pension plans, charitable organizations and state or municipal government entities. Curcio Webb, LLC's largest client group is pension plans. Just 5% of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 89.33%
- Charitable Organizations - 10.67%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Curcio Webb, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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