Lewis Advisory Group

Lewis Advisory Group (CRD# 151307) is a financial advisory firm headquartered in San Diego, CA. They manage $61,356,857 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5173 Waring Road, Suite 120, San Diego, CA 92120
http://www.lewisadvisorygroup.com
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $1,095,658
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lewis Advisory Group
Showing 1 - 2 of 2 top financial advisors.
1
Michael Lewis, financial advisor San Diego CA
Michael A. Lewis
CRD#: 1237233
San Diego, CA

Michael Lewis (CRD# 1237233) is an Investment Advisor Representative working at Lewis Advisory Group in San Diego, CA and has over 39 years of experience in the finance industry.

2
Teresa Lewis, financial advisor San Diego CA
Teresa W. Lewis
CRD#: 5703726
San Diego, CA

Teresa Lewis (CRD# 5703726) is an Investment Advisor Representative working at Lewis Advisory Group in San Diego, CA and has over 14 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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