Caroline Alma Curts
Investment adviser representative at Sand Hill Global Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.4BFirm assets
Are you Caroline Alma Curts? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Sand Hill Global Advisors, LLCAug 2012 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sand Hill Global Advisors, LLC
$4.4BAssets managed
572Clients
20Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5567150
- Firm CRD
- 111295