Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
140 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$253.6M

Fee Structure

Minimum Investment:$1M
Loading...

Location

19 Keller Street, Petaluma, CA, 94952

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Curran & Lewis Investment Management, INC.
March 2009 - Present · 16 yrs 11 mos
Previous Registrations
Curran & Lewis Investment Management, INC.
September 1996 - December 2008 · 12 yrs 3 mos
Curran & Lewis Investment Management, INC.
September 1996 - December 2002 · 6 yrs 3 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.