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Lewis Financial Management, Llc
Raleigh, North Carolina
4.2
5 Reviews
Lewis Financial Management, LLC is a distinguished investment advisory firm headquartered in Raleigh, NC. With a strong presence in the industry, they have built a reputation for providing top-tier financial solutions to their clients. Established in [Year], the company has grown steadily to become a trusted partner for individuals seeking expert guidance in managing their assets.
Led by a team of seasoned professionals, Lewis Financial Management, LLC boasts a dedicated staff of 5 employees, with 4 of them specializing in investment advisory services. With an average of $89,270,000 in assets under management per investment advis...see more
Assets Under Mgmt
$357.09M
Investment Professionals
4
Locations
0
% 401K & Individual
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Lewis Financial Management, Llc
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