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CURBSTONE FINANCIAL MANAGEMENT CORP.
CURBSTONE FINANCIAL MANAGEMENT CORPORATION
CRD 13348 · SEC 801-67354
741 CHESTNUT STREET, MANCHESTER, NH, 03104-3002, United States
Phone
603-624-8462
Fax
603-624-8274
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$385.4M
Discretionary AUM
$385.4M
Team
10 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-06-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)PARTICIPATION IN CLIENT CONSULTATIONS WITH ADVISERS/SPECIAL PROJECTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $38.5M |
| High net worth individuals | 127 | $299.5M |
| Pension/profit sharing plans | 2 | $3.2M |
| Charitable organizations | 8 | $44.2M |
States served
VT, CA, LA, ME, MA, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD