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Building 2J.DEREK LEWIS & ASSOCIATES, INC.

Map pinNEWPORT BEACH, CA
Phone949-752-9096
NotebookSEC #801-67339
Total AUM
$2.3B
Employees
10
Clients
7,943

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 DOVE STREET
SUITE 155
NEWPORT BEACH
CA 92660-2820
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
949-752-9096

ReceiptFinancials

Total AUM
$2.3B
Accounts
7,943
Discretionary
$2.1B
Accounts
7,854
Non-Discretionary
$171.1M
Accounts
89

ContactClients

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Individual Clients
6,315
AUM
$831.8M
HNW Individual Clients
1,376
AUM
$1.1B
Pension/Profit Sharing Plan Clients
77
AUM
$167.1M
Charitable Organization Clients
100
AUM
$113.2M
Investment Advisor Clients
26
AUM
$31.2M
Corporation or Business Clients
49
AUM
$73.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAHIIDKSKYMIMOMTNCNMNVNYORPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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