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Building 2LEWIS FINANCIAL MANAGEMENT, LLC

Map pinRALEIGH, NC
Phone919-872-7000
NotebookSEC #801-60666
Total AUM
$338.7M
Employees
2
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1611 EAST MILLBROOK ROAD
RALEIGH
NC 27609
United States
Operating Hours
8:00-5:30
Monday - Friday
Phone
919-872-7000

ReceiptFinancials

Total AUM
$338.7M
Accounts
88
Discretionary
$0
Accounts
0
Non-Discretionary
$338.7M
Accounts
88

ContactClients

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Individual Clients
3
AUM
$3M
HNW Individual Clients
85
AUM
$335.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTX

HandshakeAffiliates

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

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