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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