CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. - Financial Advisor in California, Redwood City

Tel: (650) 463-0200 555 Twin Dolphin Drive, Suite 320 Redwood City, California 94065

About CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.

CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. is a Redwood City, California based financial advisory firm with nearly $239,081,132 in assets under management and provides investment advisory services for 457 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

120267

Firm SEC#:

801-61096

Assets Under Management:

$239,081,132

No. of Clients:

457

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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