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Cindy Lewis

COHO PARTNERS, LTD.·BERWYN, Pennsylvania
Unclaimed Profile
300 BERWYN PARK, BERWYN, PA 19312CRD# 7322069Firm CRD# 111335
01

About

Cindy Lewis is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with COHO PARTNERS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
COHO PARTNERS, LTD.
COHO PARTNERS, LTD.
AUM
$4.6B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at COHO PARTNERS, LTD. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7322069
Firm CRD# 111335
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cindy Lewis offer?
Cindy Lewis specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Cindy Lewis's credentials?
Cindy Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cindy Lewis located?
Cindy Lewis is based in BERWYN, Pennsylvania, working with COHO PARTNERS, LTD.. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Cindy Lewis charge for services?
Cindy 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 COHO PARTNERS, LTD.?
COHO PARTNERS, LTD. has approximately 34 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BERWYN
John Harold Leven — DUNDEEWEALTH US, LPRobin Philip Christian Lacey — SCOTIA INSTITUTIONAL INVESTMENTS US, LPArnold Tiglao — SEEDLING CAPITAL, LLCMichael Mccloskey — CHARTWELL INVESTMENT PARTNERS, LLCJeffrey Allen Leber — HYPERION PARTNERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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