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Building 2LEWIS FINANCIAL, LLC

Map pinSAN LUIS OBISPO, CA
Phone(805) 548-0900
NotebookSEC #801-132016
Total AUM
$133.9M
Employees
3
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3590 SACRAMENTO DR.
STE 140
SAN LUIS OBISPO
CA 93401
United States
Operating Hours
8:30 4:30
Monday - Friday
Phone
(805) 548-0900

ReceiptFinancials

Total AUM
$133.9M
Accounts
255
Discretionary
$133.9M
Accounts
255
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
195
AUM
$42M
HNW Individual Clients
58
AUM
$90M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Corporation or Business Clients
1
AUM
$450K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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