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Curbstone Financial Management Corp.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Aug. 7, 2019
    • $306.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 533
      Accounts
    • $574.6K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

6

name start date
Carolyn E Pomfret
November 2008
Thomas Mott Lewry
December 2001
Melvin Jonathan Severance
December 1997
Sarah Q Yoshida
June 2011
Pamela Gay Diamantis
August 2006

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Pamela Gay Diamantis -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Thomas Mott Iv Lewry President, Chief Compliance Officer, Financial Operations Principal February, 1983 75% or more
      Melvin Jonathan Iii Severance Principal September, 2005 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees