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).

Current Firm Details
555 Chorro Street - Suite D-2, San Luis Obispo, CA 93405
http://www.lewisfinancialslo.com
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $288,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

CA

Financial Advisors at Lewis Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert Hiltz, financial advisor San Luis Obispo CA
Robert M. Hiltz
CRD#: 2536210
555 Chorro Street, Suite D, San Luis Obispo, CA 93405

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.

2
Wayne Lewis, financial advisor San Luis Obispo CA
Wayne E. Lewis
CRD#: 1037214
555 Chorro Street, Suite D2, San Luis Obispo, CA 93405

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.

3
Wyatt Lewis, financial advisor San Luis Obispo CA
Wyatt E. Lewis
CRD#: 4665596
555 Horro Street, Suite D2, San Luis Obispo, CA 93405

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.

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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