Investment adviser · CRD 151307

LEWIS ADVISORY GROUP

Investment adviser filing (IA)

LEWIS, MICHAEL, ANDREW

SAN DIEGO, CA, United States · Form ADV filed Mar 13, 2012

Regulatory AUM
$36.4M
Form ADV · Item 5.F
Client accounts
199
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 13, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7290 NAVAJO RD., SUITE 213
SAN DIEGO, CA, 92119, United States

CRD 151307

Filing source

Form ADV 623548 · Mar 13, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.