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Home > Retirement Planners > california > lafayette > LEWIS ASSET MANAGEMENT
LEWIS ASSET MANAGEMENT
985 Moraga Rd.
Suite 207
Lafayette, California 94549
Tel: 925-284-4033
About LEWIS ASSET MANAGEMENT
LEWIS ASSET MANAGEMENT, formally registered with the SEC as LEWIS ASSET MANAGEMENT. The firm was established in 09/02/2020. They have over 2 offices throughout the country.
LEWIS ASSET MANAGEMENT is a Lafayette, California based Financial Planning firm with nearly $214,315,704 assets under management, offering retirement planning & investment advisory services to 542 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143409 |
| SEC# | 801-119399 |
| Assets Managed by Firm | $214,315,704 |
| No. of Clients | 542 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 542 | $214,315,704 |
| Individuals (other than high net worth individuals) | 160 | $37,592,133 |
| High net worth individuals | 76 | $175,399,431 |
| Pension and profit sharing plans | 1 | $632,176 |
| Corporations or other businesses | 5 | $691,964 |
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