CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.

REDWOOD CITY, California·1 registered advisor·CRD# 120267
SEC# 801-610962(650) 463-0200
01

Firm Overview

AUM
$239M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.

1 registered advisor
James Patrick Curran
REDWOOD CITY, California
05

Office Locations

REDWOOD CITY, California
1 advisor

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Data sourced from SEC Form ADV filings. CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. (CRD# 120267) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.