Domenica Stokes is a registered investment advisor at Curran & Lewis Investment Management, INC., based in Petaluma, CA, with 2 years of industry experience. Domenica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 140 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Curran & Lewis Investment Management charges a percentage of your portfolio each year. The exact fee is negotiated with each client based on the size of the account, prospective growth, and other factors. Fees are billed at the beginning of each quarter, based on the value of your portfolio on the last day of the previous quarter.
Location
19 Keller Street, Petaluma, CA, 94952
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Curran & Lewis Investment Management, INC.
State Registrations1 state
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