A complete list of active advisors currently associated with Lewis Asset Management
Warmer can help you find a great advisor at Lewis Asset Management or one who fits your needs even better.
Lewis Asset Management is a registered investment adviser that serves individuals, high-net-worth individuals, and pension or profit-sharing plans. The firm provides discretionary portfolio management alongside standalone financial planning services, with client reporting and account reviews performed on a periodic basis. Portfolios are tailored to client goals and risk tolerance, with an emphasis on long-term trading, diversification, and broad-market instruments such as exchange-traded funds and no-load mutual funds rather than frequent individual-security trades. Accounts are typically managed on a discretionary basis with quarterly rebalancing and regular reviews triggered by changes in objectives or significant account activity. What is distinctive about the firm is that some employees also act as licensed insurance agents, a relationship the brochure discloses as a potential source of additional compensation and conflicts of interest and for which the firm documents and discloses procedures. The firm operates as a mid-sized team managing several hundred million in assets, offers fixed-fee financial planning delivered on a defined timeline, and maintains an institutional custody relationship that provides third-party services and benefits.
To learn more about the advisors currently working at Lewis Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Lewis Asset Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Pittston, PA
| 29
| |
Lafayette, CA
| 29
| |
Lafayette, CA
| 26
| |
Pittston, PA
| 22
| |
Lafayette, CA
| 1
|
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