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LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.
MENLO PARK, CA
650-329-8800
SEC #801-37038Total AUM
$304M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
830 MENLO AVENUE, SUITE 210
MENLO PARK
CA 94025
United States
MENLO PARK
CA 94025
United States
Operating Hours
9:30 AM TO 5:00 PM
BY APPT ONLY 9:30-5:00
BY APPT ONLY 9:30-5:00
Phone
650-329-8800
Financials
Total AUM
$304M
Accounts
86Discretionary
$304M
Accounts
86Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAORTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.