| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Joel Lewis Control | Managing Member, Chief Compliance Officer | 50-75% | 2004 |
| Linda Perez Lewis Control | Member | 50-75% | 2001 |
Lewis Financial Management, LLC reports $431.2 million in regulatory assets under management on its Form ADV.
Lewis Financial Management, LLC reports 2 employees.
Lewis Financial Management, LLC is based in Raleigh, NC and has been SEC-registered since 2001.
Lewis Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1611 East Millbrook Road, Raleigh, NC 27609 |
| Phone | 919-872-7000 |
| Fax | 919-872-7004 |
| Office hours | 8:00-5:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $431.2M |
| Total (RAUM) | $431.2M |