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Building 2LEWELLYN FINANCIAL MANAGEMENT

Map pinMEDFORD, OR
Phone541-772-1380
NotebookSEC #801-71829
Total AUM
$8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
714 CARDLEY AVE
MEDFORD
OR 95704
United States
Operating Hours
8AM - 4PM
MONDAY - THURSDAY
Phone
541-772-1380

ReceiptFinancials

Total AUM
$8M
Accounts
120
Discretionary
$8M
Accounts
120
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOR

HandshakeAffiliates

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

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