J.DEREK LEWIS & ASSOCIATES, INC. - Financial Advisor in California, Newport Beach

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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