Lewis Asset Management
Lewis Asset Management (CRD# 143409) is a financial advisory firm headquartered in Lafayette, CA. They manage $25,870,097 in 256 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts256ACCOUNTS
Average Account Value$101,055
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, PA, TX, VA
David Lewis (CRD# 2945897) is an Investment Advisor Representative working at Lewis Asset Management in Lafayette, CA and has over 20 years of experience in the finance industry.