Curran & Lewis Investment Management, Inc.

Curran & Lewis Investment Management, Inc. (CRD# 120267) is a financial advisory firm headquartered in Redwood City, CA. They manage $194,920,838 in 174 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $1,120,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Curran & Lewis Investment Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Deborah A. Peri-Clendenin
CRD#: 4362375
555 Twin Dolphin Drive, Suite 320, Redwood City, CA 94065
96
Wealthminder
score

Deborah Peri-Clendenin (CRD# 4362375) is an Investment Advisor Representative working at Curran & Lewis Investment Management, Inc. in Redwood City, CA and has over 15 years of experience in the finance industry. Deborah Peri-Clendenin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Pamela S. Blair
CRD#: 1999858
San Mateo, CA
93
Wealthminder
score

Pamela Blair (CRD# 1999858) is an Investment Advisor Representative working at Curran & Lewis Investment Management, Inc. in San Mateo, CA and has over 25 years of experience in the finance industry.

3
James P. Curran
CRD#: 709346
555 Twin Dolphin Drive, Suite 320, Redwood City, CA 94065
87
Wealthminder
score

James Curran (CRD# 709346) is an Investment Advisor Representative working at Curran & Lewis Investment Management, Inc. in Redwood City, CA and has 1 year of experience in the finance industry.

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