Be advised. This firm is no longer registered.

Lewellyn Financial Management

Lewellyn Financial Management (CRD# 155063) is a financial advisory firm headquartered in Medford, OR. They manage $122,944,630 in 355 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
714 Cardley Ave, Medford, OR 97504
http://www.lewellynfinancialmanagement.com/
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $346,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Lewellyn Financial Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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