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Kathryn Elizabeth Espinili

J.DEREK LEWIS & ASSOCIATES, INC.·NEWPORT BEACH, California
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1001 DOVE STREET, NEWPORT BEACH, CA 92660-2820CRD# 1220070Firm CRD# 122307
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About

Kathryn Elizabeth Espinili is a registered financial advisor based in NEWPORT BEACH, California, affiliated with J.DEREK LEWIS & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
J.DEREK LEWIS & ASSOCIATES, INC.
J.DEREK LEWIS & ASSOCIATES, INC.
AUM
$1.8B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at J.DEREK LEWIS & ASSOCIATES, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1220070
Firm CRD# 122307
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathryn Elizabeth Espinili offer?
Kathryn Elizabeth Espinili specializes in Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Kathryn Elizabeth Espinili's credentials?
Kathryn Elizabeth Espinili is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Elizabeth Espinili located?
Kathryn Elizabeth Espinili is based in NEWPORT BEACH, California, working with J.DEREK LEWIS & ASSOCIATES, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Kathryn Elizabeth Espinili charge for services?
Kathryn Elizabeth Espinili's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.DEREK LEWIS & ASSOCIATES, INC.?
J.DEREK LEWIS & ASSOCIATES, INC. has approximately 11 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at J.DEREK LEWIS & ASSOCIATES, INC.

Douglas Glenn Hyepock
NEWPORT BEACH, CA
Kelly Allan Dunagan
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Mark Anthony Ferdi
NEWPORT BEACH, CA
Nancy Kay Lewis
NEWPORT BEACH, CA
Reny Vessela M Greenleaf
NEWPORT BEACH, CA
Rion James Dalby
NEWPORT BEACH, CA

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Research
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