Drew
Mccurdy
Desert Rose Capital Management, Inc
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About this Advisor
Drew Mccurdy is a financial advisor based in Meridian, Idaho, working with Desert Rose Capital Management, Inc. Drew has previously held positions at Desert Rose Capital Management, Inc, Aspen Creek Financial, Appreciation Financial, Bnsf, and Its Conglobal. Drew has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Drew is part of Desert Rose Capital Management, Inc, which operates out of Meridian, Idaho. The firm has 4 offices and 11 employees. The firm manages assets totaling $117.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Desert Rose Capital Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Desert Rose Capital Management, Inc Brokerage Details
$117,194,781
11
701
$167,182
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Drew Mccurdy Work History
Desert Rose Capital Management, Inc
Aspen Creek Financial
Its Conglobal
Appreciation Financial
Bnsf
Disclosures
Please visit the SEC profile of Drew Mccurdy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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