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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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