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Andrew John Lewis

GENESIS PRIVATE WEALTH, LLC·ASHBURN, Virginia
Unclaimed Profile
20755 WILLIAMSPORT PLACE, ASHBURN, VA 20147CRD# 2246107Firm CRD# 315692
01

About

Andrew John Lewis is a registered financial advisor based in ASHBURN, Virginia, affiliated with GENESIS PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GENESIS PRIVATE WEALTH, LLC
THE LEWIS FINANCIAL GROUP
AUM
$266M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GENESIS PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2246107
Firm CRD# 315692
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew John Lewis offer?
Andrew John Lewis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHBURN, Virginia for a consultation.
What are Andrew John Lewis's credentials?
Andrew John Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew John Lewis located?
Andrew John Lewis is based in ASHBURN, Virginia, working with GENESIS PRIVATE WEALTH, LLC. Their office serves clients in the ASHBURN metropolitan area and surrounding communities.
How does Andrew John Lewis charge for services?
Andrew John Lewis'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 GENESIS PRIVATE WEALTH, LLC?
GENESIS PRIVATE WEALTH, LLC has approximately 5 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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