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Building 2HUNTER LEWIS LLC

Map pinCROZET, VA
Phone434-996-0370
NotebookSEC #801-117308
Total AUM
$394.6M
Employees
7
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4503 MOUNT AIR FARM
CROZET
VA 22932
United States
Operating Hours
9-5
Monday - Friday
Phone
434-996-0370

ReceiptFinancials

Total AUM
$394.6M
Accounts
19
Discretionary
$279.9M
Accounts
18
Non-Discretionary
$114.7M
Accounts
1

ContactClients

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Individual Clients
5
AUM
$2.6M
HNW Individual Clients
8
AUM
$30.4M
Pooled Vehicle Clients
1
AUM
$2.3M
Charitable Organization Clients
1
AUM
$52M
Corporation or Business Clients
1
AUM
$114.7M
Other Clients
1
AUM
$192.5M
Description of Other Clients
FAMILY LLC

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
TXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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