Peter Lewis (CRD# 2139294) is an Investment Advisor Representative working at Towle & Co in Denver, CO and has over 30 years of experience in the finance industry.
CRD# 1130816
Lpl Financial LLC
CRD# 5400593
Empower Advisory Group, LLC
CRD# 4675577
Syntrinsic LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Towle & Company | St. Louis, MO | Sep 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
- CO
- MO
-
Total Assets Under Management879MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$10,723,675
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, KS, MO, NH, NV, NY, TX
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