Investment adviser · CRD 106386

LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.

Investment adviser filing (IA)

MENLO PARK, CA, United States · Form ADV filed Jan 22, 2014

Regulatory AUM
$304M
Form ADV · Item 5.F
Client accounts
86
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

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: Jan 22, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

830 MENLO AVENUE, SUITE 210
MENLO PARK, CA, 94025, United States

CRD 106386

Filing source

Form ADV 775002 · Jan 22, 2014 · 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.