Assets Under Management
$253.6M
Number of Clients
140
Number of Advisors
2
Average Client AUM
$1.8M
AUM per Advisor
$126.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Curran & Lewis builds investment management relationships around goals-based financial plans. They review life goals, family situations, and concerns to recommend portfolios. They employ a diversified investment strategy using low-cost institutional mutual funds and ETFs across five primary asset classes. They also help clients assemble a team of other professional advisors.
19 Keller Street, Petaluma, CA, 94952