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Curbstone Financial Management Corp.
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Manchester, New Hampshire
$306.3 million AUM
1 office

Curbstone Financial Management Corp. is based in Manchester, New Hampshire and has $306.3 million in assets under management.

Location
741 Chestnut Street
Manchester, NH 03104
$306.3 million
AUM
8
Employees
AUM Share
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$306,275,155
Assets under management
533 clients
Number of clients
Average investment size is $574,625
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 135 $50,627,491 17% $375,018
High net worth individuals 91 $220,881,123 72% $2,427,265
Pension and profit sharing plans 6 $8,417,749 3% $1,402,958
Charitable organizations 9 $26,348,792 9% $2,927,644
Employees Share
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8
Employees
6
Investment analysts
75% of total employees
AUM per employee Share
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$306,275,155
Assets under management
$38,284,394
AUM per employee
$51,045,859
AUM per investment analyst
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Compensation

Curbstone Financial Management Corp. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Curbstone Financial Management Corp. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Participation in client consultations with advisers/special projects
Business activities
  • Broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 13,348
SEC number 801-67354
Legal structure Corporation
Legal governance New Hampshire, United States
Latest ADV filing date June 25, 2019

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