LEWIS ASSET MANAGEMENT, LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 143409). Regulatory assets under management: $387.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| David William Lewis | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| LEWIS JAMES WILLIAM | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PITTSTON | PA | 2 | (215) 962-7540 |
| PITTSTON | PA | 2 | (215) 962-7540 |