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LEWIS CAPITAL MANAGEMENT
9454 Wilshire Blvd.
Suite M1
Beverly Hills, California 90212
Tel: 310-276-1262
About LEWIS CAPITAL MANAGEMENT
LEWIS CAPITAL MANAGEMENT, formally registered with the SEC as LEWIS CAPITAL MANAGEMENT. The firm was established in 02/17/2005. They have over 1 offices throughout the country.
LEWIS CAPITAL MANAGEMENT is a Beverly Hills, California based Financial Planning firm with nearly $159,393,056 assets under management, offering retirement planning & investment advisory services to 206 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133619 |
| SEC# | 801-63956 |
| Assets Managed by Firm | $159,393,056 |
| No. of Clients | 206 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 206 | $159,393,056 |
| Individuals (other than high net worth individuals) | 19 | $9,035,717 |
| High net worth individuals | 61 | $148,958,531 |
| Corporations or other businesses | Fewer than 5 clients | $1,398,808 |
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