CURBSTONE FINANCIAL MANAGEMENT CORP.

741 Chestnut Street
Manchester, New Hampshire 03104-3002
Tel: 603-624-8462

About CURBSTONE FINANCIAL MANAGEMENT CORP.

CURBSTONE FINANCIAL MANAGEMENT CORP, formally registered with the SEC as CURBSTONE FINANCIAL MANAGEMENT CORP. The firm was established in 12/04/2006. They have over 1 offices throughout the country.

CURBSTONE FINANCIAL MANAGEMENT CORP. is a Manchester, New Hampshire based Financial Planning firm with nearly $372,014,245 assets under management, offering retirement planning & investment advisory services to 598 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	13348
SEC#	801-67354
Assets Managed by Firm	$372,014,245
No. of Clients	598
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PARTICIPATION IN CLIENT CONSULTATIONS WITH ADVISERS/SPECIAL PROJECTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	598	$372,014,245
Individuals (other than high net worth individuals)	125	$35,891,855
High net worth individuals	128	$299,070,952
Pension and profit sharing plans	4	$7,988,229
Charitable organizations	8	$29,063,209

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