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Building 2LEWIS ASSET MANAGEMENT

Map pinLAFAYETTE, CA
Phone925-284-4033
NotebookSEC #801-119399
Total AUM
$387.1M
Employees
5
Clients
282

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
985 MORAGA RD.
SUITE 207
LAFAYETTE
CA 94549
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
925-284-4033
Other Offices
1

ReceiptFinancials

Total AUM
$387.1M
Accounts
631
Discretionary
$382.5M
Accounts
610
Non-Discretionary
$4.5M
Accounts
21

ContactClients

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Individual Clients
167
AUM
$39.8M
HNW Individual Clients
109
AUM
$345M
Pension/Profit Sharing Plan Clients
1
AUM
$775.7K
Corporation or Business Clients
5
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNJPATXVA

HandshakeAffiliates

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

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