Curbstone Financial Management is an investment advisor in Manchester with $336.62 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
20367417
SEC advisor number
801-67354
FINRA CRD number
13348
AUM ?
$336.62 mm
(as of 28 Jun 23)
Accounts
570
(as of 28 Jun 23)
Employees
9
(6 investment advisory or research)
Address
Curbstone Financial Management
741 CHESTNUT STREET
MANCHESTER
NH 03104
741 CHESTNUT STREET
MANCHESTER
NH 03104
Office hours
Monday - Friday, 8:30 - 4:30
Phone
603-624-8462
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Lewry, Thomas Mott IV | President, Chief Compliance Officer, Financial Operations Principal | 02/1983 | > 75% |
Severance, Melvin Jonathan III | Principal | 09/2005 | < 5% |
Diamantis, Pamela Gay | Principal | 07/2006 | < 5% |
Sparkman, Jon, B | Secretary / Legal Counsel | 03/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
5 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22