Overview
Assets Under Management: $415 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 118
Average Client Assets: $4 million
Frequently Asked Questions
LEWIS FINANCIAL MANAGEMENT, LLC 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 #116344), LEWIS FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LEWIS FINANCIAL MANAGEMENT, LLC is headquartered in RALEIGH, NC.
LEWIS FINANCIAL MANAGEMENT, LLC serves 118 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, LEWIS FINANCIAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LEWIS FINANCIAL MANAGEMENT, LLC manages $415 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, LEWIS FINANCIAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.74
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 136
Non-Discretionary Accounts: 136
Regulatory Filings
CRD Number: 116344
Last Filing Date: 2024-03-27 00:00:00
Website: https://lfmadvisor.com