RIA Intel›Advisers›New Hampshire›CURBSTONE FINANCIAL MANAGEMENT CORPORATION

CURBSTONE FINANCIAL MANAGEMENT CORPORATION

Advisory

N·MANCHESTER, NH

Data as of Jun 18, 2024 · Source: SEC Form ADV

Total AUM
$412M
1-Year AUM Growth
+10.5%
3-Year CAGR
+0.7%
Employees
6
Assets Under Management
Total AUM$412M
Discretionary AUM$412M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients266
Team
Total Employees6
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record29
First FilingJun 22, 2001
Latest FilingJun 18, 2024
🔒 Full AUM trend chart and 29 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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