Curbstone Financial Management Corp.
Firm details
- Headquarters
- Manchester, New Hampshire
- CRD number
- 13348
- Registered since
- December 4, 2006
- Website
- curbstonefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.41%
- Individuals7.68%
- Charitable Organizations6.75%
- Corporations / Businesses0.09%
- Pension & Profit Sharing Plans0.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Curbstone Financial Management Corp. is an independent, SEC-registered advisory firm that has operated since 2006. The firm is owned by an individual and serves a mix of individual and family clients as well as institutional and business accounts. Its advisory model is fee-based, charging a percentage of assets under management, and its stated advisory services focus on discretionary portfolio management for both individuals/small businesses and for businesses or institutions. Curbstone does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser. The firm is also engaged as a sponsor, general partner, or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- Exchange Traded Equities34%
- Investment Grade Corp Bonds14%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
Owners & executives
1 of 1
Thomas Lewry
Founder, President & CEOCRD 308983
Contacts
3 of 6
Charles Mathews
Portfolio ManagerCRD 8096344
Pamela Diamantis
PrincipalCRD 5166938
Robert Main
Account ExecutiveCRD 601100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$415M in ETFs
99%
$410M
<1%
$5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF (FLRN) | State Street | Passive | Ultrashort Bond | $40.2M | 1,304,506 | 9.71% |
Location
Manchester, NH
Hillsborough
Location
Manchester, NH
Headquartered in Manchester, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 741 Chestnut St
- Time zone
- ET (UTC-5)
- Office locations
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