Curcio Webb LLC (Pennington)

Name: Curcio Webb LLC
Address: 108 Straube Center Blvd., Pennington, NJ, 08534
Telephone: 609-737-4100

Curcio Webb LLC is a pension cosultant based in Pennington. It manages $578.9 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Curcio Webb provides pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Curcio Webb: assets under management

The assets under management (AUM) of Curcio Webb LLC is $578.9 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Curcio Webb LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Curcio Webb LLC

The company employs 26 people that are either part- or full-time employees. 27 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jamie Lynn Curcio	Managing member	1 Jul 1997	50% - 75%	4364461
Gordon Ernest Webb	Managing member	1 Jul 1997	25% - 50%	4364466
Brian Charles Ternoey	Chief compliance officer	1 Nov 2004	Other	2763068
Janet Kavanagh Webb	Member	1 Jan 2012	25% - 50%	6176078
Joseph Charles Minard	Chief compliance officer	1 Mar 2012	Other	2183449
Elliot David Raff	Chief compliance officer	1 Aug 2017	Other	6932402

Based in Pennington

The principal office where Curcio Webb LLC performs its advisory services is located at 108 Straube Center Blvd., Pennington, NJ 08534, 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 609-737-4100 or by fax 609-818-9002. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at curciowebb.com/.