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The Lewis Financial Group

EST. AUM
$482,357,468

CONTACTS
1

CLIENT ACCOUNTS
691

Firm Details

Metro area Charlottesville
CRD Number 315692
Website thelewisfinancialgroup.com
Client types

Overview

The company provides wealth management and financial planning services, assisting clients with financial decision-making related to saving for a home, college, or retirement. It offers planning and advisory services to help manage assets for both short-term and long-term financial needs. The company primarily works with clients who have a minimum asset level of $1,000,000 but may make exceptions on a case-by-case basis, particularly for referrals from existing clients, legal or tax advisors, or other situations where its services may be applicable.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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