LEWIS ASSET MANAGEMENT, LLC
Doing business as LEWIS ASSET MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$387,050,385
Discretionary
$382,533,384
Non-discretionary
$4,517,001
Firm details
- CRD number
- 143409
- SEC file number
- 801-119399
- Main office
- LAFAYETTE, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.