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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 21, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CCO | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEWIS, EDNA | I | SHAREHOLDER | C | Control |
| LEWIS, EDNA | I | SHAREHOLDER | C | Control |
| LEWIS, STEPHEN, WIDDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WIDDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WIDDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WIDDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WIDDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WIDDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WIDDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WIDDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WIDDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WIDDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WILDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WILDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WILDER | I | VICE PRESIDENT | C | Control |
| LEWIS, STEPHEN, WILDER | I | VICE PRESIDENT | C | Control |
Registrations
Federal
IA
Apr 21, 2025 REGISTERED
Notice Filings (3)
CA TX VT
Address
19 KELLER STREETPETALUMA, CA 94952
United States
Phone: (650) 463-0200