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Home > Retirement Planners > connecticut > greenwich > COLTER LEWIS INVESTMENT PARTNERS, LLC
COLTER LEWIS INVESTMENT PARTNERS, LLC
22 West Putnam Avenue
Second Floor
Greenwich, Connecticut 06830
Tel: 203-987-3090
About COLTER LEWIS INVESTMENT PARTNERS, LLC
COLTER LEWIS INVESTMENT PARTNERS, LLC, formally registered with the SEC as COLTER LEWIS INVESTMENT PARTNERS, LLC. The firm was established in 07/11/2018. They have over 1 offices throughout the country.
COLTER LEWIS INVESTMENT PARTNERS, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $1,961,320,432 assets under management, offering retirement planning & investment advisory services to 93 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297213 |
| SEC# | 801-113584 |
| Assets Managed by Firm | $1,961,320,432 |
| No. of Clients | 93 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 93 | $1,961,320,432 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $179,043 |
| High net worth individuals | 87 | $1,947,521,392 |
| Pension and profit sharing plans | Fewer than 5 clients | $545,544 |
| Charitable organizations | Fewer than 5 clients | $5,563,871 |
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