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Home > Retirement Planners > california > redwood city > CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
555 Twin Dolphin Drive, Suite 320
Redwood City, California 94065
Tel: (650) 463-0200
About CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC, formally registered with the SEC as CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. The firm was established in 04/23/2002. They have over 3 offices throughout the country.
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. is a Redwood City, California based Financial Planning firm with nearly $239,081,132 assets under management, offering retirement planning & investment advisory services to 457 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120267 |
| SEC# | 801-61096 |
| Assets Managed by Firm | $239,081,132 |
| No. of Clients | 457 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 457 | $239,081,132 |
| Individuals (other than high net worth individuals) | 80 | $35,365,641 |
| High net worth individuals | 73 | $198,662,829 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,052,662 |
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