Lewis Financial, LLC
Lewis Financial, LLC (CRD# 170324) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $87,293,646 in 303 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management87MILLION
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Total Number of Accounts303ACCOUNTS
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Average Account Value$288,098
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
CA
Robert Hiltz (CRD# 2536210) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Wayne Lewis (CRD# 1037214) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 14 years of experience in the finance industry.
Wyatt Lewis (CRD# 4665596) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 20 years of experience in the finance industry.