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LEWIS & CLARK PARTNERS, LLC

120 S. Central Ave, Ste. 1000
St. Louis, Missouri 63105
Tel: 314-392-5264

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About LEWIS & CLARK PARTNERS, LLC

LEWIS & CLARK PARTNERS, LLC, formally registered with the SEC as LEWIS & CLARK PARTNERS, LLC. The firm was established in 02/21/2019. They have over 1 offices throughout the country.

LEWIS & CLARK PARTNERS, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $302,033,507 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#299686
SEC#801-114614
Assets Managed by Firm$302,033,507
No. of Clients8
No. of Advisors27

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total8$302,033,507

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