C
$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-08-2015
- Office Locations
- 1
Office Locations
19 Engle ST Tenafly NJ
About Curbstone Advisors LLC
Curbstone Advisors LLC is a Tenafly, NJ boutique RIA led by Matthew Morano, CFA (President & CCO) providing investment management and portfolio construction for retail clients. The firm emphasizes asset allocation and risk management across mutual funds/ETFs and allocations to fixed income, real estate, infrastructure and other alternatives, and runs portfolios on Black Diamond with custody options including Schwab.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$954.6K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Unlock to compare peer behavior around delta oak.
Unlock to see real insight on element fusion ridge.
Premium access reveals conviction themes in meridian bridge.
Request access to benchmark trends tied to north focus.
Upgrade to reveal position-level detail across harbor vector.
Request access to benchmark trends tied to alpha pioneer.
Unlock to see real insight on optima prime focus.
Open the full profile to inspect shifts in harbor foundation.
Asset Classes
Alpha Optima Meridian Signal crest Vector vertex
Investment Themes
Atlas
Investment Vehicles
Optima element
Services
Meridian Vital
Owner & Executives
M
MATTHEW NORMAN MORANO
Managing Director
- CRD
- #1949449
- Ownership
- 75% or more
(800) 984-6252
bridge.pioneer@oakcapital.com
in linkedin.com/in/vital-capital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,818,415 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,818,415 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,818,415
Public Funds:
15.8% Cash:
25.4% Other:
16.7% Equity - Exchange:
18.2% U.S. Government/Agency:
23.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $122,254,532 | 15.8% |
| Cash | $196,535,767 | 25.4% |
| Other | $129,218,398 | 16.7% |
| Equity - Exchange | $140,824,841 | 18.2% |
| U.S. Government/Agency | $184,929,323 | 23.9% |
| Total | $773,762,861 | 100.0% |