Lewis Financial (CRD# 170324) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $60,000,000 in 462 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts462ACCOUNTS
Average Account Value$129,870
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Wayne Lewis (CRD# 1037214) is an Investment Advisor Representative working at Lewis Financial in San Luis Obispo, CA and has over 7 years of experience in the finance industry.