CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
CRD #120267 SEC #801-61096 PETALUMA, CA (650) 463-0200
SEC Registered
Total AUM
$253.6M
Discretionary
$253.6M
Employees
3
Clients
101
Accounts
462
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $253.6M | $253.6M | $0 | 3 | 0 |
| Apr 2025 | $253.6M | $253.6M | $0 | 3 | 0 |
| Mar 2024 | $239.1M | $239.1M | $0 | 3 | 0 |
| Jan 2024 | $237.5M | $237.5M | $0 | 3 | 0 |
| Mar 2023 | $237.5M | $237.5M | $0 | 3 | 0 |
| Apr 2022 | $256.4M | $256.4M | $0 | 2 | 0 |
| Mar 2022 | $256.4M | $256.4M | $0 | 2 | 0 |
| Apr 2021 | $247.6M | $247.6M | $0 | 1 | 0 |
| Jul 2020 | $254.9M | $254.9M | $0 | 2 | 0 |
| Jun 2020 | $254.9M | $254.9M | $0 | 2 | 0 |
| Mar 2020 | $254.9M | $254.9M | $0 | 2 | 0 |
| Mar 2019 | $236.1M | $236.1M | $0 | 2 | 0 |
| Mar 2018 | $234.9M | $230.4M | $4.5M | 2 | 0 |
| Mar 2017 | $210.7M | $205.4M | $5.3M | 2 | 200 |
| Mar 2016 | $194.9M | $190.1M | $4.8M | 2 | 200 |
| Dec 2015 | $201.6M | $196.4M | $5.2M | 2 | 200 |
| Mar 2015 | $201.6M | $196.4M | $5.2M | 2 | 200 |
| Dec 2014 | $175.6M | $175.6M | $0 | 2 | 200 |
| Mar 2014 | $175.6M | $175.6M | $0 | 3 | 200 |
| Feb 2014 | $175.6M | $175.6M | $0 | 3 | 200 |
| Feb 2013 | $155.1M | $155.1M | $0 | 3 | 200 |
| Apr 2012 | $134.5M | $134.5M | $0 | 1 | 200 |
| Apr 2012 | $134.5M | $134.5M | $0 | 1 | 200 |
| Mar 2012 | $134.5M | $134.5M | $0 | 1 | 200 |
| Apr 2011 | $128.6M | $128.6M | $0 | 5 | -- |
| Mar 2009 | $91M | $91M | $0 | 5 | -- |
| Mar 2008 | $111.8M | $111.8M | $0 | 5 | -- |
| Aug 2007 | $101.1M | $101.1M | $0 | 5 | -- |
| Feb 2007 | $101.1M | $101.1M | $0 | 5 | -- |
| Feb 2006 | $76.8M | $76.8M | $0 | 5 | -- |
| Apr 2002 | $32.7M | $30.9M | $1.9M | 5 | -- |
DateApr 2025
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$239.1M
Discretionary$239.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$237.5M
Discretionary$237.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$237.5M
Discretionary$237.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$247.6M
Discretionary$247.6M
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$254.9M
Discretionary$254.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$254.9M
Discretionary$254.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$254.9M
Discretionary$254.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$236.1M
Discretionary$236.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$234.9M
Discretionary$230.4M
Non-Disc.$4.5M
Employees2
Clients0
DateMar 2017
Total AUM$210.7M
Discretionary$205.4M
Non-Disc.$5.3M
Employees2
Clients200
DateMar 2016
Total AUM$194.9M
Discretionary$190.1M
Non-Disc.$4.8M
Employees2
Clients200
DateDec 2015
Total AUM$201.6M
Discretionary$196.4M
Non-Disc.$5.2M
Employees2
Clients200
DateMar 2015
Total AUM$201.6M
Discretionary$196.4M
Non-Disc.$5.2M
Employees2
Clients200
DateDec 2014
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees3
Clients200
DateFeb 2014
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees3
Clients200
DateFeb 2013
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees3
Clients200
DateApr 2012
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$76.8M
Discretionary$76.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$32.7M
Discretionary$30.9M
Non-Disc.$1.9M
Employees5
Clients--