Anthony
Curcio
Kalamata Asset Management LLC
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About this Advisor
Anthony Curcio is a financial advisor who works in Bethesda, Maryland who has 2 years of relevant experience. Curcio is an employee of Kalamata Asset Management LLC. Curcio has gained experience at Sterne, Kessler, Goldstein & Fox, Batis LLC, Kalamata Capital LLC, Kalamata Asset Management LLC, University Of North Carolina, Chapel Hill and Anthony Curcio, Sole Proprietor. Curcio has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Maryland. Kalamata Asset Management LLC is a financial advisory firm operating out of Bethesda, MD. It handles $163 million in assets under management among its two customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Kalamata Asset Management Llc provides portfolio management for pooled investment vehicles. Fees charged by financial advisors depend on which services are provided. Fee types charged by Kalamata Asset Management LLC likely are comprised of any combination of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kalamata Asset Management LLC Brokerage Details
$163,242,532
7
2
$81,621,266
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Anthony Curcio Work History
Anthony has been registered as a financial advisor for 2 years.*
Kalamata Asset Management LLC
Kalamata Capital LLC
Batis LLC
Anthony Curcio, Sole Proprietor
Sterne, Kessler, Goldstein & Fox
University Of North Carolina, Chapel Hill
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Curcio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kalamata Asset Management LLC
Bethesda, MD
Bethesda, MD
Bethesda, MD
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