Unclaimed Profile

Peter James Lewis

TOWLE & CO·ST LOUIS, Missouri

Series 3, Series 7, Series 63Clean record24 years registeredTOWLE & CO

1610 DES PERES ROAD, ST LOUIS, MO 63131-1880CRD# 2139294Firm CRD# 110862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter James Lewis · ST LOUIS, MO

Registration

CRD #2139294 · TOWLE & CO · 24 years registered

Brand Profile

Not yet started

Career History

TOWLE & CO

Sep 2001 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Registration record

First registered · September 12, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOWLE & CO

CRD 110862 · SEC 801-16622

AUM

$879M

Regulatory assets under management

Employees

82 client accounts

Services offered by TOWLE & CO

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at TOWLE & CO →

Introduction

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Frequently Asked Questions

What services does Peter James Lewis offer?

Peter James Lewis specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ST LOUIS, Missouri for a consultation.

What are Peter James Lewis's credentials?

Peter James Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter James Lewis located?

Peter James Lewis is based in ST LOUIS, Missouri, working with TOWLE & CO. Their office serves clients in the ST LOUIS metropolitan area and surrounding communities.

How does Peter James Lewis charge for services?

Peter James 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 TOWLE & CO?

TOWLE & CO has approximately 10 employees and manages $879M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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