David
Lewis
Lewis Asset Management
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About this Advisor
David Lewis is a financial advisor operating out of Lafayette, California with a total of 16 years of industry experience. Lewis is an employee of Lewis Asset Management. They have been with Lewis Asset Management for their entire career. Lewis holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Florida, New Jersey, Pennsylvania, Texas and Virginia. Lewis Asset Management is a financial advisory business operating out of Lafayette, CA. The company has just three people on staff. It oversees $154 million in total assets between its 225 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 225 client accounts, 27% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees typically depend on which services the firm provides the client. However, fee types charged by Lewis Asset Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lewis Asset Management Brokerage Details
$153,655,713
3
225
$682,914
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Lewis Work History
David has been registered as a financial advisor for 16 years.*
Lewis Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lewis Asset Management
Pittston, PA
Lafayette, CA
Pittston, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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