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).

By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $735,964
Compensation Options
  • A percentage of assets under your management
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.

AZ, CA, FL, NJ, PA, TX, VA

Financial Advisors at Lewis Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Eric P. Aposhian
CRD#: 2647433
9 N. Main Street, Pittston, PA 18640

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.

2
David W. Lewis
CRD#: 2945897
3559 Mt. Diablo Boulevard, Suite 202, Lafayette, CA 94549

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.

3
Mark Phillips
CRD#: 4767861
9 N. Main Street, Pittston, PA 18640

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.

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