Curcio Webb LLC
● SEC registered since 1999CRD 109066SEC# 801-56468Lawrenceville, NJ
Reg. AUM
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Employees
30
Accounts
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Location
Lawrenceville, NJ
About Curcio Webb
Curcio Webb is an employee-owned consulting firm that runs provider searches, fee benchmarking, and audits for plan sponsors. Its work spans retirement, health and welfare, investment programs, and actuarial engagements paid solely by the sponsors served.
Summary based on the firm’s website.
Curcio Webb LLC assets under management
Curcio Webb LLC operates as an SEC-registered investment adviser based in Lawrenceville, NJ. The firm has been registered since 1999. It employs 30 people.
Curcio Webb LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian J Pieper Control | Chief Compliance Officer, Principal | 5-10% | 2026 |
| Brian T Dennen Control | Principal | 5-10% | 2008 |
| Eric D Goldman Control | Principal | 5-10% | 2026 |
| Greg Allan Spencer Control | Principal | 5-10% | 2022 |
| Jamie Lynn Curcio Control | Chief Executive Officer | 50-75% | 2022 |
| My-Lang To Control | Chief Financial Officer, Principal | 5-10% | 2023 |
| Umadevi Kolluri Control | Principal | 5-10% | 2022 |
Frequently asked questions
How many employees does Curcio Webb LLC have?
Curcio Webb LLC reports 30 employees.
Where is Curcio Webb LLC located?
Curcio Webb LLC is based in Lawrenceville, NJ and has been SEC-registered since 1999.
Does Curcio Webb LLC disclose fund performance?
Curcio Webb LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3120 Princeton Pike, Suite 303, Lawrenceville, NJ 08648 |
| Phone | 609-737-4100 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 18%
More than 82% of 16,799 advisers