Lewfin Partners
Lewfin Partners (CRD# 160099) is a financial advisory firm headquartered in Sharon, VT. They manage $10,800,000 in 52 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lewfin Partners
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts52ACCOUNTS
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Average Account Value$207,692
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NH, VT
Financial Advisors at Lewfin Partners
No Advisor Found.
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