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LEWIS FINANCIAL MANAGEMENT
RALEIGH, NC
919-872-7000
SEC #801-21036Total AUM
$82.9M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4904 PROFESSIONAL CT STE 101
RALEIGH
NC 27609
USA
RALEIGH
NC 27609
USA
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
919-872-7000
Financials
Total AUM
$82.9M
Accounts
90Discretionary
$0
Accounts
0Non-Discretionary
$82.9M
Accounts
90
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NC
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.