Kris Lewicki & Associates, LLC

Kris Lewicki & Associates, LLC (CRD# 156536) is a financial advisory firm headquartered in Coral Springs, FL. They manage $74,400,000 in 224 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7401 Wiles Road, Suite 323, Coral Springs, FL 33067
https://www.krislewickiandassociates.com
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $332,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, TX

Financial Advisors at Kris Lewicki & Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kristof Lewicki, financial advisor Coral Springs FL
Kristof S. Lewicki
CRD#: 2714690
7401 Wiles Road, Suite 323, Coral Springs, FL 33067

Kristof Lewicki (CRD# 2714690) is an Investment Advisor Representative working at Kris Lewicki & Associates, LLC in Coral Springs, FL and has over 27 years of experience in the finance industry.

2
Travis Lewicki, financial advisor Coral Springs FL
Travis M. Lewicki
CRD#: 7112386
7401 Wiles Road, Suite 323, Coral Springs, FL 33067

Travis Lewicki (CRD# 7112386) is an Investment Advisor Representative working at Kris Lewicki & Associates, LLC in Coral Springs, FL and has over 4 years of experience in the finance industry.

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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