J.DEREK LEWIS & ASSOCIATES, INC.
Tel: 949-752-9096 1001 Dove Street Suite 155 Newport Beach, California 92660-2820
About J.DEREK LEWIS & ASSOCIATES, INC.
J.DEREK LEWIS & ASSOCIATES, INC. is a Newport Beach, California based financial advisory firm with nearly $1,782,416,346 in assets under management and provides investment advisory services for 7459 clients. There are currently 11 financial advisors at the firm.
General Information
Firm CRD#:
122307
Firm SEC#:
801-67339
Assets Under Management:
$1,782,416,346
No. of Clients:
7459
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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