LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.
CRD #106386 SEC #801-37038 MENLO PARK, CA 650-329-8800
SEC Registered
Total AUM
$282M
Discretionary
$282M
Employees
3
Clients
51
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2014 | $304M | $304M | $0 | 3 | 26 |
| Oct 2013 | $282M | $282M | $0 | 3 | 26 |
| Jan 2013 | $282M | $282M | $0 | 3 | 26 |
| Jan 2012 | $267M | $267M | $0 | 1 | 26 |
| Jan 2008 | $251.7M | $251.7M | $0 | 5 | -- |
| Jan 2007 | $249.7M | $249.7M | $0 | 5 | -- |
| Jan 2006 | $217.7M | $213.4M | $4.3M | 5 | -- |
| Sep 2005 | $205.2M | $199.4M | $5.8M | 5 | -- |
| Jan 2005 | $205.2M | $199.4M | $5.8M | 5 | -- |
DateJan 2014
Total AUM$304M
Discretionary$304M
Non-Disc.$0
Employees3
Clients26
DateOct 2013
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees3
Clients26
DateJan 2013
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees3
Clients26
DateJan 2012
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees1
Clients26
DateJan 2008
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$249.7M
Discretionary$249.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$217.7M
Discretionary$213.4M
Non-Disc.$4.3M
Employees5
Clients--
DateSep 2005
Total AUM$205.2M
Discretionary$199.4M
Non-Disc.$5.8M
Employees5
Clients--
DateJan 2005
Total AUM$205.2M
Discretionary$199.4M
Non-Disc.$5.8M
Employees5
Clients--