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- Custodian
- American Funds ยท Pershing
- Clients
- Retail
- Platforms
- Peak
- Established Date
- 10-05-2001
- Office Locations
- 1
Office Locations
About Lewis Financial Management, LLC
Lewis Financial Management, LLC is a Raleigh-based SEC-registered RIA providing CFP-led, comprehensive financial planning and investment advice across portfolio management, tax, retirement, estate, and cash-flow planning. The firm maintains a customized client financial database and delivers monthly reporting with quarterly portfolio reviews. LFM operates as a non-discretionary advisor, with trades executed through The Strategic Financial Alliance.
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Owner & Executives
DOUGLAS JOEL LEWIS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #722087
- Ownership
- 50% but less than 75%
LINDA PEREZ LEWIS
Director of Marketing
- CRD
- #2774348
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DAVID ALLEN NETTESHEIM
--
- CRD
- #5596434
Showing 1 of 3 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $338,732,555 | $3,849,234 |
| Total | $338,732,555 | $3,849,234 |
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Separately Managed Accounts
Total SMA Asset: $338,732,555
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,079,873,496 | 26.3% |
| Private Funds | $1,851,798,276 | 45.1% |
| Cash | $1,174,311,102 | 28.6% |
| Total | $4,105,982,874 | 100.0% |