Lewis Asset Management
Lewis Asset Management (CRD# 143409) is a financial advisory firm headquartered in Lafayette, CA. They manage $175,895,298 in 239 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management176MILLION
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Total Number of Accounts239ACCOUNTS
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Average Account Value$735,964
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, NJ, PA, TX, VA
Eric Aposhian (CRD# 2647433) is an Investment Advisor Representative working at Lewis Asset Management in Pittston, PA and has over 27 years of experience in the finance industry.
David Lewis (CRD# 2945897) is an Investment Advisor Representative working at Lewis Asset Management in Lafayette, CA and has over 26 years of experience in the finance industry.
Mark Phillips (CRD# 4767861) is an Investment Advisor Representative working at Lewis Asset Management in Pittston, PA and has over 19 years of experience in the finance industry.