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Building 2LEWIS CAPITAL MANAGEMENT

Map pin
Phone239-404-1093
NotebookSEC #801-57799
Total AUM
$136.8M
Employees
1
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
239-404-1093

ReceiptFinancials

Total AUM
$136.8M
Accounts
60
Discretionary
$136.8M
Accounts
60
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$11.7M
HNW Individual Clients
30
AUM
$125.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLWI

HandshakeAffiliates

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

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