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).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $101,055
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, PA, TX, VA

Financial Advisors at Lewis Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
David W. Lewis
CRD#: 2945897
3559 Mt. Diablo Boulevard, Suite 202, Lafayette, CA 94549
83
Wealthminder
score

David Lewis (CRD# 2945897) is an Investment Advisor Representative working at Lewis Asset Management in Lafayette, CA and has over 19 years of experience in the finance industry.

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