LEWIS FINANCIAL MANAGEMENT, LLC
Tel: 919-872-7000 1611 East Millbrook Road Raleigh, North Carolina 27609
About LEWIS FINANCIAL MANAGEMENT, LLC
LEWIS FINANCIAL MANAGEMENT, LLC is a Raleigh, North Carolina based financial advisory firm with nearly $415,279,724 in assets under management and provides investment advisory services for 136 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
116344
Firm SEC#:
801-60666
Assets Under Management:
$415,279,724
No. of Clients:
136
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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