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Building 2LEWIS CAPITAL MANAGEMENT

Map pinBEVERLY HILLS, CA
Phone310-276-1262
NotebookSEC #801-63956
Total AUM
$180.2M
Employees
1
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9454 WILSHIRE BLVD.
SUITE M1
BEVERLY HILLS
CA 90212
United States
Operating Hours
9:00 A.M - 5:00 P.M.
Monday - Friday
Phone
310-276-1262

ReceiptFinancials

Total AUM
$180.2M
Accounts
184
Discretionary
$180.2M
Accounts
184
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$4.7M
HNW Individual Clients
70
AUM
$173.6M
Corporation or Business Clients
1
AUM
$1.8M

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
CAMN

HandshakeAffiliates

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

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