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David William Lewis

LEWIS ASSET MANAGEMENT, LLC·LAFAYETTE, California
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3559 MT. DIABLO BOULEVARD, LAFAYETTE, CA 94549CRD# 2945897Firm CRD# 143409
01

About

David William Lewis is a registered financial advisor based in LAFAYETTE, California, affiliated with LEWIS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEWIS ASSET MANAGEMENT, LLC
LEWIS ASSET MANAGEMENT
AUM
$176M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LEWIS ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2945897
Firm CRD# 143409
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David William Lewis offer?
David William Lewis specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAFAYETTE, California for a consultation.
What are David William Lewis's credentials?
David William Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David William Lewis located?
David William Lewis is based in LAFAYETTE, California, working with LEWIS ASSET MANAGEMENT, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does David William Lewis charge for services?
David William Lewis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEWIS ASSET MANAGEMENT, LLC?
LEWIS ASSET MANAGEMENT, LLC has approximately 3 employees and manages $176M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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