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John Hartnett Lewis

OSMIUM PARTNERS, LLC·GREENBRAE, California
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300 DRAKES LANDING ROAD, GREENBRAE, CA 94904CRD# 3231615Firm CRD# 163789
01

About

John Hartnett Lewis is a registered financial advisor based in GREENBRAE, California, affiliated with OSMIUM PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
OSMIUM PARTNERS, LLC
OSMIUM PARTNERS, LLC
AUM
$154M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at OSMIUM PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3231615
Firm CRD# 163789
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Hartnett Lewis offer?
John Hartnett Lewis specializes in Retirement Planning. Contact their office in GREENBRAE, California for a consultation.
What are John Hartnett Lewis's credentials?
John Hartnett Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Hartnett Lewis located?
John Hartnett Lewis is based in GREENBRAE, California, working with OSMIUM PARTNERS, LLC. Their office serves clients in the GREENBRAE metropolitan area and surrounding communities.
How does John Hartnett Lewis charge for services?
John Hartnett Lewis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OSMIUM PARTNERS, LLC?
OSMIUM PARTNERS, LLC is a registered investment adviser with the SEC, managing $154M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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