| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joseph Vidal | Corporate Secretary | Under 5% | 2023 |
| Douglas Glenn Hyepock | Financial Adviser, Owner, Director | 10-25% | 2011 |
| John Derek Lewis Control | Founder, Director | 25-50% | 1980 |
J.derek Lewis & Associates, Inc. reports $1.8 billion in regulatory assets under management on its Form ADV.
J.derek Lewis & Associates, Inc. reports 11 employees.
J.derek Lewis & Associates, Inc. is based in Newport Beach, CA and has been SEC-registered since 2006.
J.derek Lewis & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1001 Dove Street, Suite 155, Newport Beach, CA 92660-2820 |
| Phone | 949-752-9096 |
| Fax | 949-752-0631 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2077884 |
| Discloses disciplinary history | No |
| Discretionary | $1.57B |
| Non-discretionary | $212.7M |
| Total (RAUM) | $1.78B |