Overview
Assets Under Management: $266 million
Headquarters: ASHBURN, VA
High-Net-Worth Clients: 129
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 476
Discretionary Accounts: 476
Regulatory Filings
CRD Number: 315692
Last Filing Date: 2024-04-01 00:00:00
Website: https://lewisprivatewealth.com