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Curran & Lewis Investment Management, Inc.

● SEC registered since 2002CRD 120267SEC# 801-61096Petaluma, CA
Export (members)
Reg. AUM
$253.6M
Employees
3
Accounts
462
Location
Petaluma, CA

Curran & Lewis Investment Management, Inc. assets under management

Curran & Lewis Investment Management, Inc. is a registered investment adviser overseen by the SEC based in Petaluma, CA. The firm has been registered since 2002. It reports $253.6 million in regulatory assets under management and employs 3 people.
www.facebook.com/pages/curran-lewis-investments/200328613649898View on SEC.gov ↗

Curran & Lewis Investment Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
James Patrick Curran ControlPresident/Chief Compliance OfficerOver 75%1996

Frequently asked questions

How much does Curran & Lewis Investment Management, Inc. manage?

Curran & Lewis Investment Management, Inc. reports $253.6 million in regulatory assets under management on its Form ADV.

How many employees does Curran & Lewis Investment Management, Inc. have?

Curran & Lewis Investment Management, Inc. reports 3 employees.

Where is Curran & Lewis Investment Management, Inc. located?

Curran & Lewis Investment Management, Inc. is based in Petaluma, CA and has been SEC-registered since 2002.

Does Curran & Lewis Investment Management, Inc. disclose fund performance?

Curran & Lewis Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19 Keller Street, Petaluma, CA 94952
Phone(650) 463-0200
Fax(650) 325-9244
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$253.6M
Non-discretionary$0
Total (RAUM)$253.6M