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Curley Investment Services (Rumson)


Curley Investment Services is a large advisory firm based in Rumson. It manages $25 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, New Jersey, and New York.

Curley Investment Services provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Curley Investment Services: assets under management

The assets under management (AUM) of Curley Investment Services is $25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Curley Investment Services for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rumson

The principal office where Curley Investment Services performs its advisory services is located at 46 Bellevue Avenue, Rumson, NJ 07760, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-492-9557 or by fax 732-842-1307. The normal business hours are 9to5 on Monday - Friday.


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