CURCIO WEBB LLC
DBA: CURCIO WEBB, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Employees | 30 |
| Peak AUM | $612.4MMar 2018 |
| AUM CAGR | -0.2% /yrover 25 yrs · 27 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 30 | 0.0% | +6.3% | +2.2% | |
Key Metrics
| Total AUM | N |
| Employees | 30 |
Contact & Location
Address
3120 PRINCETON PIKE
LAWRENCEVILLE NJ 08648
Phone
609-737-4100
Filing History
27 ADV Part 1 submissions
Fee Structure
HourlyFixed Fees
Advisory Services
Adviser SelectionPublications
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
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
Pension Plans
Government
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported