James
Kantowski
Curio Wealth, LLC
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About this Advisor
James Kantowski is a financial advisor based in Severna Park, Maryland, working with Curio Wealth, LLC. James has previously held positions at Jsk Financial Services, LLC (160195), Give.Com Investments, LLC, Annapolis Financial Services, LLC, Jsk Tax Services, LLC, and Curio Wealth, LLC. James has passed the Series 63 regulatory exam and is registered to provide services in Maryland and Texas. Currently, James is part of Curio Wealth, LLC, which operates out of Severna Park, Maryland. The firm has 6 offices and 10 employees. The firm manages assets totaling $330.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Curio Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Curio Wealth, LLC Brokerage Details
$330,681,038
10
1,044
$316,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Kantowski Work History
Curio Wealth, LLC
Jsk Tax Services, LLC
Annapolis Financial Services, LLC
Give.Com Investments, LLC
Jsk Financial Services, LLC (160195)
Disclosures
Please visit the SEC profile of James Kantowski 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 Curio Wealth, LLC
Edgewater, MD
Asheville, NC
Severna Park, MD
Annapolis, MD
Annapolis, MD
Crownsville, MD
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