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Building 2LEWIS ADVISORY GROUP

Map pinSAN DIEGO, CA
Phone619-203-8847
NotebookSEC #801-70507
Total AUM
$36.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7290 NAVAJO RD.
SUITE 213
SAN DIEGO
CA 92119
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
619-203-8847

ReceiptFinancials

Total AUM
$36.4M
Accounts
199
Discretionary
$35.8M
Accounts
197
Non-Discretionary
$571.7K
Accounts
2

ContactClients

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None reported

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
CA

HandshakeAffiliates

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

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