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Building 2CURBSTONE FINANCIAL MANAGEMENT CORP.

Map pinMANCHESTER, NH
Phone603-624-8462
NotebookSEC #801-67354
Total AUM
$385.4M
Employees
10
Clients
266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
741 CHESTNUT STREET
MANCHESTER
NH 03104-3002
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
603-624-8462

ReceiptFinancials

Total AUM
$385.4M
Accounts
606
Discretionary
$385.4M
Accounts
606
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$38.5M
HNW Individual Clients
127
AUM
$299.5M
Pension/Profit Sharing Plan Clients
2
AUM
$3.2M
Charitable Organization Clients
8
AUM
$44.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PARTICIPATION IN CLIENT CONSULTATIONS WITH ADVISERS/SPECIAL PROJECTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMAMENHNYTXVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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