# Curtis Advisory

> Curtis Advisory (iPhone/iPad app by Curtis Advisory Group, LLC.)

- Source: https://appshunter.io/ios/app/curtis-advisory/id1551370751 (this page in markdown: same URL + `.md`)
- Developer: [Curtis Advisory Group, LLC](https://appshunter.io/developer/1551370753)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2021-02-04
- Data updated: 2026-03-26
- User reviews in markdown: https://appshunter.io/ios/app/curtis-advisory/id1551370751/reviews.md

## What is Curtis Advisory?

Through this Mobile App, clients of Curtis Advisory Group, LLC can access many of the important details of your financial picture, all from your mobile device. www.curtisadvisorygroup.com | (805) 963-6181 | info@curtisadvisory.com Investment Advisory Services are offered through Curtis Advisory Group, LLC, a registered investment adviser.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.5 — 2024-01-26

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-08

Bug fixes and performance updates

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## Related topics

[curtis](https://appshunter.io/ios/topics/curtis)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-03-26.*