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Building 2LEWIS ASSET MANAGEMENT

Map pinLAFAYETTE, CA
Phone925-284-4033
NotebookSEC #801-67715
Total AUM
$36M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 LAFAYETTE CIRCLE
SUITE 300-B
LAFAYETTE
CA 94549
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
925-284-4033

ReceiptFinancials

Total AUM
$36M
Accounts
145
Discretionary
$31.5M
Accounts
130
Non-Discretionary
$4.5M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations

None reported

HandshakeAffiliates

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

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