This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Curtis Advisory Group, LLC. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Curtis Advisory Group, LLC makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. We make every effort to ensure accuracy, however, if there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. Please verify this data and advise us of any inaccuracies. Curtis Advisory Group, LLC will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) ~~2023~~ - Asset-Map(r), LLC. Advisory services offered through Curtis Advisory Group, LLC., a registered investment advisor.