LEWIS FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$133,950,000
Discretionary
$133,950,000
Non-discretionary
$0
Firm details
- CRD number
- 170324
- SEC file number
- 801-132016
- Main office
- SAN LUIS OBISPO, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.LEWISFINANCIALSLO.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.