CURBSTONE FINANCIAL MANAGEMENT CORPORATION
Legal name: CURBSTONE FINANCIAL MANAGEMENT CORP.
CRD #13348 SEC #801-67354 MANCHESTER, NH 603-624-8462
SEC Registered
Total AUM
$385.4M
Discretionary
$385.4M
Employees
10
Clients
--
Accounts
606
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $385.4M | $385.4M | $0 | 10 | 0 |
| Jun 2024 | $372M | $372M | $0 | 9 | 0 |
| Jun 2023 | $336.6M | $336.6M | $0 | 9 | 0 |
| Dec 2022 | $382.4M | $382.4M | $0 | 9 | 0 |
| Jun 2022 | $382.4M | $382.4M | $0 | 9 | 0 |
| Jun 2021 | $364.3M | $364.3M | $0 | 9 | 0 |
| Apr 2021 | $284.2M | $284.2M | $0 | 8 | 0 |
| Jun 2020 | $284.2M | $284.2M | $0 | 8 | 0 |
| Jun 2019 | $306.3M | $306.3M | $0 | 8 | 0 |
| Sep 2018 | $293M | $293M | $0 | 9 | 0 |
| Jun 2018 | $293M | $293M | $0 | 9 | 0 |
| Jul 2017 | $273M | $273M | $0 | 8 | 200 |
| Jun 2017 | $273M | $273M | $0 | 8 | 200 |
| Nov 2016 | $261.2M | $261.2M | $0 | 8 | 200 |
| Jun 2016 | $261.2M | $261.2M | $0 | 8 | 200 |
| Jun 2015 | $262.5M | $262.5M | $0 | 8 | 200 |
| Jun 2014 | $227.9M | $227.9M | $0 | 8 | 200 |
| Jun 2013 | $211.4M | $211.4M | $0 | 8 | 500 |
| Apr 2012 | $183M | $183M | $0 | 6 | 500 |
| Mar 2012 | $179.6M | $179.6M | $0 | 6 | 500 |
| Jun 2011 | $128M | $128M | $0 | 10 | -- |
| Jun 2010 | $100.2M | $100.2M | $0 | 10 | -- |
| May 2007 | $65.9M | $65.9M | $0 | 10 | -- |
| Nov 2006 | $41.5M | $41.5M | $24.5K | 5 | -- |
| Nov 2006 | $41.5M | $41.5M | $24.5K | 5 | -- |
| Jun 2001 | $23.6M | $23.4M | $110.6K | 5 | -- |
DateJun 2025
Total AUM$385.4M
Discretionary$385.4M
Non-Disc.$0
Employees10
Clients0
DateJun 2024
Total AUM$372M
Discretionary$372M
Non-Disc.$0
Employees9
Clients0
DateJun 2023
Total AUM$336.6M
Discretionary$336.6M
Non-Disc.$0
Employees9
Clients0
DateDec 2022
Total AUM$382.4M
Discretionary$382.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$382.4M
Discretionary$382.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2021
Total AUM$364.3M
Discretionary$364.3M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$284.2M
Discretionary$284.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$284.2M
Discretionary$284.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2019
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$293M
Discretionary$293M
Non-Disc.$0
Employees9
Clients0
DateJun 2018
Total AUM$293M
Discretionary$293M
Non-Disc.$0
Employees9
Clients0
DateJul 2017
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees8
Clients200
DateJun 2017
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees8
Clients200
DateNov 2016
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees8
Clients200
DateJun 2016
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees8
Clients200
DateJun 2015
Total AUM$262.5M
Discretionary$262.5M
Non-Disc.$0
Employees8
Clients200
DateJun 2014
Total AUM$227.9M
Discretionary$227.9M
Non-Disc.$0
Employees8
Clients200
DateJun 2013
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees8
Clients500
DateApr 2012
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees6
Clients500
DateMar 2012
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees6
Clients500
DateJun 2011
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$65.9M
Discretionary$65.9M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$24.5K
Employees5
Clients--
DateNov 2006
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$24.5K
Employees5
Clients--
DateJun 2001
Total AUM$23.6M
Discretionary$23.4M
Non-Disc.$110.6K
Employees5
Clients--