Overview
Assets Under Management: $1.8 billion
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 1,078
Average Client Assets: $659,616
Frequently Asked Questions
J.DEREK LEWIS & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122307), J.DEREK LEWIS & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
J.DEREK LEWIS & ASSOCIATES, INC. is headquartered in NEWPORT BEACH, CA.
J.DEREK LEWIS & ASSOCIATES, INC. serves 1,078 high-net-worth clients according to their SEC filing dated July 11, 2025. View client details ↓
According to their SEC Form ADV, J.DEREK LEWIS & ASSOCIATES, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
J.DEREK LEWIS & ASSOCIATES, INC. manages $1.8 billion in client assets according to their SEC filing dated July 11, 2025.
According to their SEC Form ADV, J.DEREK LEWIS & ASSOCIATES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,078
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.89
Average High-Net-Worth Client Assets: $659,616
Total Client Accounts: 7,459
Discretionary Accounts: 7,286
Non-Discretionary Accounts: 173
Regulatory Filings
CRD Number: 122307
Filing ID: 2003059
Last Filing Date: 2025-07-11 17:07:00
Website: https://jdla-advisers.com