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LEWIS ASSET MANAGEMENT, LLC
LEWIS ASSET MANAGEMENT, LLC
LEWIS ASSET MANAGEMENT
LAFAYETTE, California
·
1 registered advisor
·
CRD# 143409
SEC# 801-119399
1
925-284-4033
01
Firm Overview
AUM
$176M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at LEWIS ASSET MANAGEMENT, LLC
1 registered advisor
David William Lewis
LAFAYETTE, California
CRD# 2945897
05
Office Locations
LAFAYETTE, California
1 advisor
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Data sourced from SEC Form ADV filings. LEWIS ASSET MANAGEMENT, LLC (CRD# 143409) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.