THE LEWIS FINANCIAL GROUP

20755 Williamsport Place
Suite 140
Ashburn, Virginia 20147
Tel: 703-288-1272

About THE LEWIS FINANCIAL GROUP

THE LEWIS FINANCIAL GROUP, formally registered with the SEC as THE LEWIS FINANCIAL GROUP. The firm was established in 08/23/2021. They have over 1 offices throughout the country.

THE LEWIS FINANCIAL GROUP is a Ashburn, Virginia based Financial Planning firm with nearly $266,491,944 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315692
SEC#	801-122157
Assets Managed by Firm	$266,491,944
No. of Clients	476
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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	476	$266,491,944
Individuals (other than high net worth individuals)	104	$69,510,644
High net worth individuals	106	$196,981,300

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