LEWIS ASSET MANAGEMENT
Tel: 925-284-4033 985 Moraga Rd. Suite 207 Lafayette, California 94549
About LEWIS ASSET MANAGEMENT
LEWIS ASSET MANAGEMENT is a Lafayette, California based financial advisory firm with nearly $214,315,704 in assets under management and provides investment advisory services for 542 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
143409
Firm SEC#:
801-119399
Assets Under Management:
$214,315,704
No. of Clients:
542
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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