CIM, LLC
DBA: CURRAN WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $804.3M |
| Discretionary | $770.7M96% of AUM |
| Non-Discretionary | $33.6M |
| Client Accounts | 1,074 |
| Avg Account Size | $749K |
| Employees | 12 |
| Peak AUM | $804.3MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $804M | +7.1% | +16.1% | +7.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $804.3M |
| Discretionary | $770.7M |
| Employees | 12 |
| Client Accounts | 1074 |
| Client Range | 51-100 |
Contact & Location
Address
30 S. PEARL STREET, 9TH FLOOR
ALBANY NY 12207
Phone
518-391-4200
Filing History
57 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$771M
95.8% of AUM
Non-Discretionary
$34M
4.2% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution
Related Entities (Item 7)
Broker-DealerInsurance Company