LEWIS ADVISORY GROUP of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 151307). Regulatory assets under management: $73.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| LEWIS MICHAEL ANDREW | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| LEWIS SUSAN W | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| LEWIS TERESA WO | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |