Curran & Lewis Investment Management, Inc.

Curran & Lewis Investment Management, Inc. (CRD# 120267) is a financial advisory firm headquartered in Redwood City, CA. They manage $239,081,132 in 457 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
555 Twin Dolphin Drive, Suite 320, Redwood City, CA 94065
https://www.facebook.com/pages/curran-lewis-investments/200328613649898
By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    457
    ACCOUNTS
  • Average Account Value
    $523,153
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
The map below shows states where this firm has explicit registration only.

CA, TX, VT

Financial Advisors at Curran & Lewis Investment Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Pamela Blair, financial advisor San Mateo CA
Pamela S. Blair
CRD#: 1999858
San Mateo, CA

Pamela Blair (CRD# 1999858) is an Investment Advisor Representative working at Curran & Lewis Investment Management, Inc. in San Mateo, CA and has over 33 years of experience in the finance industry.

2
James Curran, financial advisor Redwood City CA
James P. Curran
CRD#: 709346
555 Twin Dolphin Drive, Suite 320, Redwood City, CA 94065

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.

3
Domenica Stokes, financial advisor Redwood City CA
Domenica M. Stokes
CRD#: 7855535
555 Twin Dolphin Drive, Suite 320, Redwood City, CA 94065

Domenica Stokes (CRD# 7855535) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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