LEWIS FINANCIAL MANAGEMENT, LLC

1611 East Millbrook Road
Raleigh, North Carolina 27609
Tel: 919-872-7000

About LEWIS FINANCIAL MANAGEMENT, LLC

LEWIS FINANCIAL MANAGEMENT, LLC, formally registered with the SEC as LEWIS FINANCIAL MANAGEMENT, LLC. The firm was established in 10/05/2001. They have over 1 offices throughout the country.

LEWIS FINANCIAL MANAGEMENT, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $415,279,724 assets under management, offering retirement planning & investment advisory services to 136 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116344
SEC#	801-60666
Assets Managed by Firm	$415,279,724
No. of Clients	136
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	136	$415,279,724
Individuals (other than high net worth individuals)	10	$9,530,491
High net worth individuals	126	$405,749,233

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