J.DEREK LEWIS & ASSOCIATES, INC.

1001 Dove Street
Suite 155
Newport Beach, California 92660-2820
Tel: 949-752-9096

About J.DEREK LEWIS & ASSOCIATES, INC.

JDEREK LEWIS & ASSOCIATES, INC, formally registered with the SEC as JDEREK LEWIS & ASSOCIATES, INC. The firm was established in 12/04/2006. They have over 1 offices throughout the country.

J.DEREK LEWIS & ASSOCIATES, INC. is a Newport Beach, California based Financial Planning firm with nearly $1,782,416,346 assets under management, offering retirement planning & investment advisory services to 7459 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122307
SEC#	801-67339
Assets Managed by Firm	$1,782,416,346
No. of Clients	7459
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	7459	$1,782,416,346
Individuals (other than high net worth individuals)	6133	$757,689,684
High net worth individuals	1078	$711,066,499
Pension and profit sharing plans	74	$138,379,996
Charitable organizations	103	$91,462,429
Other investment advisers	33	$43,533,281
Corporations or other businesses	38	$40,284,457

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