LEWIS FINANCIAL MANAGEMENT, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 116344). Regulatory assets under management: $338.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Douglas Joel Lewis | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Linda Perez Lewis | MEMBER | — |
| LEWIS DOUGLAS JOEL | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| LEWIS LINDA PEREZ | MEMBER | — |
| SMITH TROY MCKAY | MANAGING MEMBER | — |