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Building 2THE LEWIS FINANCIAL GROUP

Map pinASHBURN, VA
Phone703-288-1272
NotebookSEC #801-122157
Total AUM
$482.4M
Employees
6
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20755 WILLIAMSPORT PLACE
SUITE 140
ASHBURN
VA 20147
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
703-288-1272

ReceiptFinancials

Total AUM
$482.4M
Accounts
691
Discretionary
$482.4M
Accounts
691
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$40.7M
HNW Individual Clients
179
AUM
$441.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLLAMAMDNCNHSCTXVAWV

HandshakeAffiliates

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

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