National Retirement Planning Experts

National Coverage
Local Professionals

GARDNER LEWIS ASSET MANAGEMENT LP

285 Wilmington West Chester Pike
Chadds Ford, Pennsylvania 19317-9039
Tel: 610-558-2800

Need a Financial Advisor?
Compare Vetted Advisors

About GARDNER LEWIS ASSET MANAGEMENT LP

GARDNER LEWIS ASSET MANAGEMENT LP, formally registered with the SEC as GARDNER LEWIS ASSET MANAGEMENT LP. The firm was established in 04/02/1990. They have over 1 offices throughout the country.

GARDNER LEWIS ASSET MANAGEMENT LP is a Chadds Ford, Pennsylvania based Financial Planning firm with nearly $356,510,432 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105033
SEC#801-36476
Assets Managed by Firm$356,510,432
No. of Clients18
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total18$356,510,432
High net worth individualsFewer than 5 clients$3,373,184
Corporations or other businessesFewer than 5 clients$42,732,001

More Retirement Planning firms in Chadds Ford, Pennsylvania:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VANGUARD GROUP INC
100 Vanguard Blvd, V26
Malvern, PA, 19355
$7,909,760,294,676209980
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue
Pittsburgh, PA, 15222-3779
$501,645,588,24580101
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard
Malvern, PA, 19355
$432,749,681,046153262
VANGUARD ADVISERS, INC.
100 Vanguard Blvd
Malvern, PA, 19355
$333,066,527,2688044622107
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive
Oaks, PA, 19456
$194,796,322,01393301411

Explore More Retirement Advisors in Chadds Ford, Pennsylvania