Pittston, PA Office
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Lewis Asset Management
Team
Firm-wide stats for Lewis Asset Management
About
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.
Based on Lewis Asset Management
Expertise
Based on Lewis Asset Management
Location
9 N. Main Street
Pittston PA 18640
Advisors at this office
2
Advisors at this office
Eric A
Series 63, Series 65
Pittston, PA
Lewis Asset Management
Eric Aposhian is a financial advisor at Lewis Asset Management with 30 years of industry experience. He has held roles at Lewis Asset Management since 2017 and previously worked at FSC Securities Corporation from 2010 to 2017. Outside of his advisory duties, he is also a licensed insurance agent, offering individual life, health, and group insurance products. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans with discretionary portfolio management and financial planning services. The firm emphasizes long-term investment strategies using diversified, broad-market instruments and manages accounts typically on a discretionary basis with regular reviews and rebalancing.
Mark P
Series 66
Pittston, PA
Lewis Asset Management
Mark Phillips is a financial advisor at Lewis Asset Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Lewis Asset Management since 2017. Prior to that, he was with FSC Securities Corporation for 13 years and has been involved with Joyce Insurance Group and Joyce Financial Group since 2003, where he also serves as a benefits manager focusing on group health insurance and life products. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, managing approximately $387 million across a five-advisor team. The firm offers discretionary and non-discretionary investment management with a focus on long-term trading and diversified fund-based strategies tailored to client objectives and risk tolerance.
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