Lewis-berkeley Asset Management

Lewis-berkeley Asset Management (CRD# 127352) is a financial advisory firm headquartered in , . They manage $7,325,209 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $563,478
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

VA

Financial Advisors at Lewis-berkeley Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
David Lewis, financial advisor Vienna VA
David J. Lewis
CRD#: 4673438
Vienna, VA

David Lewis (CRD# 4673438) is an Investment Advisor Representative working at Lewis-berkeley Asset Management in Vienna, VA and has over 20 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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